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Books

09.25.2021 6 Key Components of a Good 401(k) Plan 11.14.2018 Long Term Care Insurance: Issues & Strategies 02.17.2016 Insure Your Book Long Term Care: An Introductory Guide 2019 Edition - Trey Fairman

White Papers

WHEN PERMANENT ISN'T FOREVER: Why many "permanent" policies have shorter life expectancies than those they protect 11.06.2017 Business Owner Working Paper

Archive

05.11.2022 Expert Presentation: What a Good 401(k) Plan Looks Like 07.27.2021 Expert Interview: What a Good 401(k) Plan Looks Like 07.15.2021 Retirement Plan Advisors as Fiduciaries 06.27.2021 Benchmarking Retirement Plans 11.20.2020 Year End Tax Planning for Business Owners 11.10.2020 Expert Interview Transcript Long Term Care Insurance 03.20.2020 Buy Sell Funding 05.10.2019 Expert Interview Transcript Long-Term Care Insurance 02.22.2017 Hybrid Long-Term Care Insurance Policies 05.01.2016 Expert Presentation American Medical Association 03.22.2016 Business Loan Insurance 09.03.2015 The 3 Phases of Insurance Planning 08.31.2015 Long Term Care Insurance Basics 06.19.2015 Business Owner Term Life Insurance