YCISG member Richard Harris discusses the work he did as an expert witness representing both plaintiffs and defendants who were suing to rescind insurance policies they believed they were misled into signing up for. This article appeared in the April 2016 edition of Trusts & Estates magazine.
YCISG member Richard Harris discusses steps that can be taken when a client has ILIT fatigue and what an advisor can do in this situation. This article appeared in the April 2022 edition of Trusts & Estates magazine.
YCISG member Richard Harris wrote this overview of funding methods for paying life insurance premiums. This article appeared in the April 2019 edition of Trusts & Estates magazine.
YCISG member Richard Harris wrote this piece on how borrowing to finance insurance policies is often over-sold and discusses steps that should be considered if a client wants to use financing for a life insurance policy in an ILIT.
