~ ARTICLES ~
Published Articles by Paul M. League
Library of Assorted Insurance & Financial Topics
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 — QUALIFIED FINANCIAL PLANNER, is the Founding Principal of League Financial & Insurance Services (www.LeagueFinancial.com), which is a privately held company, established in 1984, and located in Palm Desert, CA. Paul and his company specialize in assisting clients to create, expand & preserve assets “…in a league of our own.” Contact Information: Paul M. League, 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:
- ANNUITIES (Growth & Income):
- Fixed Indexed Annuities — Fixed Indexed Annuity (“FIA”) – Concept & Disclosures
- The Annuity Investment-What it Is & Doing it Right! by Paul M. League
- Single Premium Immediate Annuities (“SPIA”) by Paul M. League – Click Here
- EMPLOYER / EMPLOYEE BENEFITS PLANNING:
“Exclusive Owner/Manager Benefits Arising from the ERISA Collective Bargaining Exclusion” by Paul M. League, QFP
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
Originally Published in Financial Advisor Magazine – May 2005
- PENSION PLANS (Defined Benefit Pension Plans):
“A New Look at an Old Favorite: 412(i) Plans” by Paul M. League, QFP
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
Originally Published in Financial Services Journal Online – April 2002
Part 2 – INSURANCE:
- MediGap Insurance (Medicare Supplemental Insurance):
“The ABCs…and Now…Ds of Medicare & Medi-Gap Insurance”, by Paul M. League, QFP (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
- HEALTH SAVINGS ACCOUNTS:
“The Health Savings Account (HSA) – The Dawning of Expanded Health Care” by Paul M. League, QFP
Financial Services Journal Online – January 2004
Section II: Library of Assorted Insurance & Financial Topics
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