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
Patrick J. Collins, Ph.D., CLU, CFA & Jurkat, Dieter, The Banking Law Journal (November/December, 2005), pp. 975-1005.
Diversification, Due Care and Duties of an ILIT Trustee
Patrick J. Collins, Ph.D., CLU, CFA & Jurkat, Dieter, The Banking Law Journal (November/December, 2005), pp. 975-1005.
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