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 Author: Paul M. League*, QFP,
CFP® is the Founding Principal of both League Investment Advisory Services (LeagueIAS.com)
& League Financial & Insurance Services (LeagueFinancial.com). For more
information, write to: Paul M. League, QFP, CFP®, P.O. Box 11800, Palm Desert,
CA 92255-1800, call 800.482.5347.
[Disclaimer: Material discussed here or in articles 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]
Part 1 - FINANCIAL:
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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
-------------------
"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
-------------------
-
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).
-------------------
"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
---------------
"The Annuity Investment - What it Is & Doing it Right!"
by Paul M. League, QFP, CFP®
Originally Published in Financial Service Journal Online - April/August 2006
Publication Cover:
CLICK HERE for a Current Dated Version of this Article
---------------
"Annuity Investing & Proper Contract Structuring Considerations"
by Paul M. League, CFP®
Originally Published in Financial Services Journal Online Magazine - March
2001
Publication Cover:
CLICK HERE for a Current Dated Version of this Article
-----------------
"Sheltering Your Clients’ Nestegg"
by Paul M. League, CFP®
Originally Published in Advisor Today Magazine as the Feature Article - March
2001
Publication Cover:
CLICK HERE for a Current Dated Version of this Article
-----------------
"Clarifying ’Distributions’ in Annuity Contracts and the ’Added Tax’ "
by Paul M. League, CFP®
Originally Published in Financial Services Journal Online Magazine - October
2001
CLICK HERE for a Current Dated Version of this Article
------------------
"Death and Taxes"
by Paul M. League, CFP®
Originally Published in Advisor Today Magazine (see "Expert to Expert
Section") - December 2001
Publication Cover:
Link No Longer Available and Article Not Updated
-----------------
-
INVESTMENT PLANS (College Funding):
"Understanding Section 529 Investment Plans For College & Estate Planning
Purposes"
by Paul M. League, CFP®
Originally Published in Financial Services Journal Online Magazine - August
2001
Publication Cover:
Link No Longer Available and Article Not Updated
-----------------
-
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 No Longer Available and Article Not Updated
Part 2 - INSURANCE:
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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
"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
What is a QFP - Qualified Financial Planner?
What is a CFP® - Certified Financial Planner?
What is an Investment Advisor?
What is the Role of a Securities Broker-Dealer?
Business Planning
Estate Planning & FAQs
Retirement Planning & FAQs
Insurance Planning
Section III: Free
e-Booklets
on a Variety of Financial & Insurance Topics
Free
e-Booklets
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