Actuarial Publications: Patrick Collins et al.

A list of published articles on the topics of Life Insurance and Annuities, Irrevocable Life Insurance Trusts and Fiduciary liability for insurance transactions and policy management.

 

Asset Allocation, Human Capital, and the Demand to Hold Life Insurance in Retirement – Patrick J. Collins, Ph.D., CLU, CFA, and Huy Lam, CFA, Financial Services Review, (Winter, 2011), pp. 303-325.

Annuities and Retirement Income Planning – Patrick J. Collins, Ph.D., CLU, CFA, CFA Institute Research Foundation Literature Brief (February, 2016), pp. 1-19.

The Decision to Replace Trust Owned Life Insurance Policies – Part 1 – Patrick J. Collins, Ph.D., CLU, CFA & Jurkat, Dieter, The Banking Law Journal (November/December, 2005), pp. 975-1005.

The Decision to Replace Trust Owned Life Insurance Policies – Part 2.

Diversification, Due Care and Duties of an ILIT Trustee – Patrick J. Collins, Ph.D., CLU, CFA, California Trusts and Estates Quarterly (Summer, 2001), pp. 8-15.

Ethical Considerations and Malpractice Claims: How an Attorney Can Effectively Supervise a Life Insurance Transaction – Patrick J. Collins, Ph.D., CLU, CFA & Robert F. Curran, S.J. JD, Trusts & Estates (November, 1995), pp. 39-53.

Equity Indexed Annuities: Downside Protection, But at What Cost? – Patrick J. Collins, Ph.D., CLU, CFA, Huy Lam, CFA, and Josh Stampfli, MS EESOR, Journal of Financial Planning (May, 2009), pp. 42-50.

Evidencing Care, Skill and Caution in The Management of ILITs – Patrick J. Collins, Kathryn A. Ballsun & Dieter Jurkat, ACTEC Journal (Fall, 2006), pp. 162-175.

ILIT Asset Management: The Written Investment Policy Statement – Patrick J. Collins, Kathryn A. Ballsun & Dieter Jurkat, ACTEC Journal (Winter, 2006), pp. 228-258.

Is It Prudent and Suitable? Estimating the Value of a Trust-Owned Life Insurance Contract – Patrick J. Collins, Ph.D., CLU, CFA, California Trusts And Estates Quarterly (Winter, 1998), pp. 4-15.

Managing Attorney and Trustee Liability for Life Insurance Contracts – Patrick J. Collins, Ph.D., CLU, CFA & Kristor J. Lawson CFP, Journal of Asset Protection (September/October 1996), pp. 47-57.

Myths and Realities Regarding Life Insurance Advice – Patrick J. Collins, Ph.D., CLU, CFA, California Trusts And Estates Quarterly (Fall, 1998), pp. 5-10.

No-Load Insurance and Trustee Duties under the Prudent Investor Rule – Patrick J. Collins, Ph.D., CLU, CFA, Journal of Financial Service Professionals (September, 1999), pp. 74-83.

Observations on Life Insurance Trusts and the Prudent Investor Rule – Patrick J. Collins, Ph.D., CLU, CFA, Insurance Law (Spring, 1999), pp. 7-8.

Standards of Prudence and Management of the Insurance Portfolio – Patrick J. Collins, Kathryn A. Ballsun & Dieter Jurkat, ACTEC Journal (Summer, 2006), pp. 66-90.

Statutory Exemption From Fiduciary Liability for Trustees of Life Insurance TrustsPatrick J. Collins, Ph.D., CLU, CFA, Maryland Bar Journal (January/February, 2000), pp. 54-58.

Tax Motivated Life Insurance: an exciting and helpful tool – Patrick J. Collins, Ph.D., CLU, CFA, ACTEC Journal (Fall, 2003).

Trustee Administration of Life Insurance” – Patrick J. Collins, Kathryn A. Ballsun & Dieter Jurkat, ACTEC Journal (Spring, 2006), pp. 280-301.

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