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Mr. Katt has been a life insurance columnist and contributing editor for the AAII Journal (published by the American Association of Individual Investors) since 1990 and the Journal of Financial Planning since 1992. The following articles are provided with their permission. The information presented in each article may not be timely because the authors opinions or judgments may have changed, also laws or regulations affecting insurance policies or planning may have since changed.

The Role of Life Insurance
 
May '09 - AAII
Lightening the Financial Load of Life Insurance Products
Mar. '09 - JFP
Life Insurance Options for Tough Times
Nov. '08 - JFP
Living with the Cost of Dying
Mar. '05 - JFP
Insuring a Good Defense
May '03 - AAII
A Life Settlement Update; and Life Insurance in Pension Plans
Nov. '02 - JFP
Protecting Clients from Life Insurance Schemes
Jul. '00 - AAII
Using Variable Life Insurance As an Investment Alternative
Dec. '97 - JFP
Putting Death Back into Life Insurance
Apr. '97 - AAII
The Role of Insurance in Continuation Planning of Closely-Held Businesses
Aug. '97 - AAII
The Role of Insurance in Buy-Sell Planning for Businesses: Part 2
Aug. '96 - AAII
Passing on Your Wealth: Gift Planning and the Use of Life Insurance
Feb. '96 - AAII
Insurance Products and the Needs of the 50-Something Individual
Nov. '95 - AAII
The Life Cycle of Insurance Needs: A 30-Something Example

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Purchasing New Life Insurance
 
Jul. '07 - JFP Words of Caution
May. '06 - AAII Why You Should Avoid Investor-Initiated Life Insurance
Nov. '04 - JFP The Risk/Benefit Trade-Off of No-Lapse Premium Guarantee Policies
Jul. '04 - JFP An Analysis of Premium Financing
Jul. '03 - AAII The Potential Problems with No-Lapse Premium Guarantees
Jul. '02 - AAII Life Insurance Issues to Be Wary Of:
Surrender Values and Leaps of Faith
Mar. '02 - JFP Taking a Healthy Look at Life Insurance
Nov. '98 - AAII How and When to Purchase Low-Cost Term Life Insurance
Aug. '98 - AAII Finding Universal Life Policies That Will Remain Competitive
Oct. '97 - JFP Deciphering Cash Value Life Insurance Illustrations
Jan. '95 - AAII Getting Specific: Selecting the Right Policy and Company
Jan. '95 - JFP Less Filling, Great Taste
Nov. '94 - AAII Clearing the Fog That Surrounds Policy Cash Values
Oct. '94 - JFP A Perfectly Rational World
Jul. '93 - JFP Piety and Perils of Low-Load

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Existing Life insurance
 
Nov. '09 - JFP Managing Life Insurance: Loans or Withdrawals?
Mar. '08 - JFP
A Life Settlement Mosaic
Sep. '07 - AAII
The Unsettled State of the Life Settlement Market
Mar. '07 - JFP
A New Recipe for Life Insurance Valuation
Nov. '05 - JFP
Life's Tax Advantages
May '03 - AAII
A Life Settlement Update; and Life Insurance in Pension Plans
Jul. '02 - JFP Assessing Clients' Life Settlement Offers
May '02 - AAII Does it Make Sense to Sell Your Life Insurance Policy?
Apr. '01 - AAII Points to Ponder in Selling and Investing in Insurance Policies
Nov. '99 - AAII Managing the Cash Values of Permanent Life Insurance
Apr. '99 - JFP Detecting Exaggerated Policy Performance
Feb. '98 - AAII Vanishing Premiums
Feb. '96 - JFP Detecting Illustration/Policy Performance Abuses

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Variable Life Insurance
 
Jul. '08 - JFP VUL Policies Work with Astute Management
Jul. '05 - JFP Using Monte Carlo to Assess Variable Life
Nov. '03 - AAII Variable Life Insurance: Be Wary of Policy 'Delusions'
Nov. '01 - AAII Variable Life Insurance Policies and Stock Market Volatility
Jul. '00 - AAII Using Variable Life Insurance As an Investment Alternative
Jul. '99 - AAII The Do's and Don'ts of Buying Variable Life Insurance Policies

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Annuities
 
May '07 - AAII What You Need to Know About Immediate Annuities
Nov. '06 - JFP The Good, Bad and Ugly of Annuities
Jul. '06 - AAII Annuities: The Good, the Bad and the Ugly
Feb. '99 - AAII The High Price of Tax-Deferral: A Look at Deferred Annuities
Feb. '98 - JFP Taking the Macro View on Annuities
Nov. '96 - AAII Indexed Annuities: Too High a Price for Market 'Protection'

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Tax Issues Associated with Life Insurance
 
Jun. '08 - AAII Insurance Products and Taxes: Keeping Uncle Sam at Bay
Nov. '05 - JFP Life's Tax Advantages
Mar. '04 - JFP Tax-Avoidance Life Insurance Schemes Redux
Nov. '02 - AAII Hard-To-Spot Differences in Tax Loopholes vs. Tax Scams
Nov. '00 - JFP Disguised Tax Avoidance is Still Tax Avoidance
Apr. '00 - AAII Life Insurance and Uncertainty Over Repeal of the Estate Tax
Sep. '99 - JFP New Versions of Old Tricks: Springing Cash Values
Apr. '98 - AAII Life Insurance Issues and the Proposed Tax Law Changes
Apr. '98 - JFP Insurance Planning in the Face of Uncertain Tax Law Changes
Apr. '97 - JFP Tax Issues Associated with Life Insurance
Apr. '96 - AAII Be Wary of Products Marketed Mainly for Tax-Advantaged Status
Apr. '96 - JFP Tax Reform Proposals Need Reforming

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Disability Insurance, Long Term Care, and MSAs
 
Aug. '01 - JFP Time to Change Disability Income Policies?
Nov. '00 - JFP Disguised Tax Avoidance is Still Tax Avoidance
May '00 - JFP Getting 'Real' with Health Care
Dec. '98 - JFP Live Long and Prosper?
Nov. '97 - AAII A Reality Check:Do You Need to Buy Long-Term Care Insurance?
Jun. '97 - JFP Be Wise About Disability Insurance
Feb. '97 - AAII Experimental MSAs Offer Useful Approach for the Self-Employed
Nov. '92 - AAII What to Look for in Disability Income Policies

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Miscellaneous Insurance Issues
 
May. '06 - AAII Why You Should Avoid Investor-Initiated Life Insurance
Mar. '06 - JFP The Mortality Table Is Coming...So?
Mar. '03 - JFP ERISA Jurisdiction May Not Apply
Apr. '01 - JFP "Disreputable" Viatical Investments
Aug. '95 - AAII What to Do If You Are a Policyholder of a Failed Life Insurance Company
Apr. '95 - JFP Minimizing Legal Exposure

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Monographs
 
Nov. '01 A Premium Management System For Defined-Benefit Life Insurance Designs
Feb. '02 Life Insurance Policy Management

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Katt & Company • 890 Treasure Island Drive • Mattawan, MI 49071
Phone: 269.372.3497 • Fax: 269.372.4681
Email: pkatt@peterkatt.com