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JR Katz professionals are thought leaders in their industry. Supported by a dedicated research department, JR Katz creates and issues regularly distributed industry pieces to inform our clients of current market trends.

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Selected Documents

An Uncertain Environment
Collateral Assignment Split Dollar
EGTRRA Analysis
Estate Plannings' Latest Gadget
Garnering Value for Favored Charities
Life Settlement Market Overview
Life Settlements: The Wharton Report
Optimizing Life Insurance Coverage
Premium Financing Funding Strategies
Premium Financing Methods
Premium Financing Opportunities
Priority Return LLC
Responding to September 11, 2001
Transferring the Family Business

Featured Document

Life Settlement Market Overview

A life settlement is the sale of a life insurance policy by the owner to a third party for cash in which the purchaser assumes the future premium obligations and the death benefit.

Securities offered through Registered Representatives of NFP Securities, Inc., Securities and Investment Advisory Services offered by Christine Griffith, through NFP Securities, Inc. a Broker/Dealer, Member FINRA / SIPC and Federally Registered Investment Advisor. JR Katz is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. NFP Securities Inc. does not give tax or legal advice.