Publications

Publications from Winged Keel Group’s thought leaders provide insight and perspective on trending topics.

Term Life Insurance and Pre-Liquidity Planning

Aaron Abrahms, Brian Gartner, Eric Naison-Phillips
Trusts & Estates / wealthmanagement.com, March 2017

11 Tips for Launching Your Career: A Guide for Young Millennials

Alexander Tuff
Columbia Business, the alumni magazine of Columbia Business School, December 2016

Diversity... An Opportunity for Change

Campbell T. Gerrish, Jerry W. Hester, II, and Jeri L. Turley
AALU Weekly Briefing, November 2016

Key Trends in Life Insurance and Annuity Markets

Michael B. Liebeskind
Trusts & Estates / wealthmanagement.com, April 2016

Properly Structured Intergenerational Split-Dollar Arrangement Isn't a Gift

Michael B. Liebeskind and Philip J. Michaels
Trusts & Estates / wealthmanagement.com, April 2016

What A Waste! 9 Ways to Turn Office Trash into Treasure

Alexander Tuff
LinkedIn Pulse, April 2016

Getting Strategic Planning to Work for Your Growing Enterprise

Alexander Tuff
LinkedIn Pulse, January 2016

Getting Your People Strategy Right

Alexander Tuff
Columbia Business, the alumni magazine of Columbia Business School, December 2015

Four Ways to Make Meetings Work

Alexander Tuff
LinkedIn Pulse, December 2015

Webber v. Commissioner - Important Tax Court Ruling on the Application of the Investor Control Doctrine for PPVUL and PPVA Investment Accounts

Michael B. Liebeskind
The ABA Section of Real Property, Trust and Estate Law eReport, July 2015

10 Ways to Create a Culture of Open Communication

Alexander Tuff
Columbia Business, the alumni magazine of Columbia Business School, June 2015

Shakes on a Plane: Why Proper Life Insurance Planning Can Give You Peace of Mind

Aaron Abrahms
Trusts & Estates / wealthmanagement.com, May 2015

AALU Speaker: Watch for these 15 changes come 2020

Warren S. Hersch, on insight from Campbell Gerrish at the 2015 AALU Annual Meeting
LifeHealthPRO, May 2015

Mission Control

Alexander Tuff
Columbia Business, the alumni magazine of Columbia Business School, January 2015

5 Key Concepts for Every Chief Operating Officer

Alexander Tuff
Columbia Business, the alumni magazine of Columbia Business School, October 2014

The Simplicity of a Private Placement Variable Annuity Investment Account

By Aaron Abrahms
Trusts & Estates / wealthmanagement.com, July 2014

IRS Clarifies the Structuring of Insurance-Dedicated Funds

New PLR has positive impact on the IDF market
By Michael B. Liebeskind
Trusts & Estates / wealthmanagement.com, June 2014

Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts - A Brief Overview

A brief overview
By Aaron Abrahms
Trusts & Estates / wealthmanagement.com, May 2014

Charitable Planning with Private Placement Annuities

Ultra-affluent families often earmark a portion of their investment portfolio assets to create a legacy through charitable giving
By Michael B. Liebeskind and Eric Naison-Phillips
Private Wealth, February 2014