Articles of Interest


Web Site: www.LeagueFinancial.com | E-mail: Info@LeagueFinancial.com
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Paul M. League, QFP, CFP®
has authored published articles on various Financial & Insurance topics, and is a dynamic and well sought after speaker in these areas.  In addition to being listed in The National Registry of Who's Who, Paul has also been published in, or quoted by: Advisor Today Magazine; Bloomberg Wealth Manager; Investment News; Broker World; California Broker Magazine; Financial Services Journal Online (FSO); Financial Advisor Magazine; The Society of Financial Service Professionals - Audio Conferences (SFSP); Probe of Probe Publications, Inc.; Financial Planning Interactive (FPi); and, Health Insurance Underwriter (HIU).  Shown below is a partial list of some of these articles and the publications in which they may be found.

IMPORTANT NOTE:  It is important to note that updates have been made to the subject matter contained in the various articles linked to herein below.  We therefore reproduce these articles within pages of this site but with the addition of critical updates that are not able to be made to the original, previously published, articles themselves. Please, therefore, only use these links for general reference purposes, but for more current, and updated versions of the previously published articles, please instead read the article as it now appears here on this website by its respective subject matter.

[Disclaimer:  Material discussed here is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice.  Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary; therefore, the information should be relied upon only when coordinated with individualized professional advice].


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I.    Financial Topics

Group Benefits
Investments
Pension Plans
Annuities

II.   Insurance Topics

Medicare Part D Rx Benefits &
Medi-Gap Plans Explained

Health Savings Accounts (HSA's)

 

I.  FINANCIAL:
 

  • EMPLOYER / EMPLOYEE BENEFITS PLANNING:

    "Exclusive Owner/Manager Benefits Arising from the ERISA Collective Bargaining Exclusion"

     by Paul M. League, QFP, CFP® (June 2005)

    Financial Services Journal Online

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"Benefiting From ERISA - Exclusions allow benefits for small business owners and key managers" (May 2005)
by Paul M. League, QFP, CFP®

Financial Advisor Magazine



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  • PENSION PLANS (Defined Benefit Pension Plans):

"A New Look at an Old Favorite: 412(i) Plans" (May 2003)
by Paul M. League, QFP, CFP®

Society of Financial Service Professionals (SFSP) - THE 2003 AUDIO CONFERENCE SERIES
Speaker: Paul M. League, QFP, CFP® - Wednesday, May 28 & 29, 2003
.

Audio or Video CD: (click here for live link to audio at SFSF Online)

-------------------

"412(i) Insured, Defined Benefit Pension Plan - The Hottest True Leverage Pension Plan of the Times" (April 2002)
by Paul M. League, CFP®

Financial Services Journal Online


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  • ANNUITY INVESTMENTS: 

The Annuity Investment - What it Is & Doing it Right! (April 2006)
by Paul M. League, QFP, CFP®

Financial Services Journal Online (8/1/06)

Click Here for an on-sight copy of this most recent article

---------------

"Annuity Investing & Proper Contract Structuring Considerations" (March 2001)
by Paul M. League, CFP® 

Financial Services Journal Online Magazine
(
Financial Services Online (FSO) is the first and largest financial services publisher and portal on the Internet)

 

 

 

 

 

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"Sheltering Your Clients' Nestegg"
(March 2001)
by Paul M. League, CFP®

Advisor Today Magazine - Feature Article
(Advisor Today is the nation’s largest life and health insurance magazine)

 

 

 

 

 

 

 

 

 

 

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"Clarifying 'Distributions' in Annuity Contracts and the 'Added Tax' " (October 2001)
by Paul M. League, CFP®

 

Financial Services Journal Online Magazine

 

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"Death and Taxes" (December 2001)
by Paul M. League, CFP®

 

Advisor Today Magazine (see "Expert to Expert Section") 

 

 

 

 

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  • INVESTMENT PLANS (College Funding):

    "Understanding Section 529 Investment Plans For College & Estate Planning Purposes"
    by Paul M. League, CFP® (August 2001)

    Financial Services Journal Online Magazine
     

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II.  INSURANCE:

  • MediGap Insurance:

    "The ABCs...and Ds of Medicare & Medi-Gap Insurance" (a thorough explanation of the new Medicare Part D Rx Prescription Drug Benefits Under Medicare)
    By: Paul M. League, QFP, CFP® (December 2005)

    Published in Financial Services Journal Online Magazine December 2005

    &

    CA Broker Magazine - January 2006

     

  • HEALTH SAVINGS ACCOUNTS:

"The Health Savings Account (HSA) – The Dawning of Expanded Health Care"
by Paul M. League, QFP, CFP®  (January 2004)

Financial Services Journal Online Magazine  

(Financial Services Online (FSO) is the first and largest financial services publisher and portal on the Internet)
 

 

 

 

 

 

 

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