Section I.  Published Articles by Paul M. League, QFP, CFP®

 

Section II.  Library of Assorted Insurance & Financial Topics

 

 

Web Site: www.LeagueFinancial.com | E-mail: Info@LeagueFinancial.com
 
            .Phone: 1.800.482.5347 | Hours: 10 - 5 PM, M - F, PST

 


Section 1:  Articles by Paul M. League, QFP, CFP®

Due to regulatory issues that in part address the need for current dating of article contents, links to the original published articles listed below can not be provided; however, updated versions of these articles are available on the websites of Paul M. League. The internal site links to such articles are provided under each article as available. Please see below for links to the respective articles and websites.

About the AuthorPaul M. League, QFP, CFP® is the Founding Principal of both League Financial & Insurance Services (www.LeagueFinancial.com) & League Financial Services (www.LeagueFS.com), which are privately held companies located in Palm Desert, CA. Paul and his companies specialize in assisting clients to create, expand & preserve assets. Contact Information: Paul M. League, QFP, CFP®, P.O. Box 11800, Palm Desert, CA  92255-1800 · 800.482.5347 · Info@LeagueFinancial.com. ©Paul M. League. All Rights Reserved.

Disclaimer: The material discussed herein is meant for general illustration or informational purposes only and is not to be construed as financial advice. Although the information has been gathered from sources believed to be reliable, it is not guaranteed. Please note that individual situations can vary; therefore, the information contained herein should be relied upon only when coordinated with individual professional advice. We are not licensed for and therefore do not provide tax or legal advice.

Part 1 - FINANCIAL

  • EMPLOYER / EMPLOYEE BENEFITS PLANNING:

    "Exclusive Owner/Manager Benefits Arising from the ERISA Collective Bargaining Exclusion"
     by Paul M. League, QFP, CFP®

Originally Published in Financial Services Journal Online Magazine - June 2005
 
CLICK HERE for a Current Dated Version of this Article

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"Benefiting from ERISA - Exclusions allow benefits for small business owners and key managers"
by Paul M. League, QFP, CFP®

Originally Published in Financial Advisor Magazine - May 2005

Publication Cover:

 

CLICK HERE for a Current Dated Version of this Article

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  • PENSION PLANS (Defined Benefit Pension Plans):

"A New Look at an Old Favorite: 412(i) Plans"
by Paul M. League, QFP, CFP®

Published by/in The Society of Financial Service Professionals (SFSP) - May 28 & 29th, 2003
AUDIO CONFERENCE SERIES

Audio / Video CD:  Link expired (see below for same content).

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"412(i) Insured, Defined Benefit Pension Plan"
by Paul M. League, CFP®

Originally Published in Financial Services Journal Online - April 2002

CLICK HERE for a Current Dated Version of this Article

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  • ANNUITIES (Fixed): 

See - League Financial Services, Articles by Paul M League, at: http://www.LeagueFS.com

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  • WELFARE BENEFITS PLANS

    "419 Welfare Benefits Reborn - New Regs Clarify Existing Law"
    by Paul M. League, QFP, CFP® (November 2003)

Originally Published in Financial Services Journal Online - November 2003

Link Expired - Out of Print

Part 2  - INSURANCE:

  • MediGap Insurance:

    "The ABCs...and Now...Ds of Medicare & Medi-Gap Insurance", by Paul M. League, QFP, CFP®
    (a thorough explanation of the new Medicare Part D Rx Prescription Drug Benefits Under Medicare)

    Originally Published in Financial Services Journal Online - December 2005 & CA Broker Magazine - January 2006

CLICK HERE for a Current Dated Version of this Article 

  • HEALTH SAVINGS ACCOUNTS:

"The Health Savings Account (HSA) – The Dawning of Expanded Health Care"
by Paul M. League, QFP, CFP® 

Financial Services Journal Online - January 2004

Publication Cover:

  

CLICK HERE for a Current Dated Version of this Article


Section II:  Library of Assorted Insurance & Financial Topics

Business Planning

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Insurance Planning


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