Published Articles
Like leaders in any industry, writing about our work, industry dynamics, planning opportunities, and what may be around the corner is part of what we do. We are constantly contributing to both peers (industry) periodicals as well as magazines covering a specific area we work in, e.g. employee benefits. This includes both print and online publications. We are also often quoted in articles others are writings. This section of the site highlights this work.
An Ounce of Prevention. When Dealing With Trust Owned Life Insurance, Trustees Must Develop Good Habits To Avoid Unfortunate Outcomes
May 2011
Trust and Estates
A Buy-in: A New Way to Manage Risk in a Defined Benefit Pension Plan
September 2010
Employee Benefit News
Understanding Buy-Sell Agreements for Small-Business Owners
April 2010
National Underwriter
Pension Liability Mitigation after the Storm: A New Approach
March 2010
Employee Benefit News
Life Insurance as a Charitable Giving Tool is More Attractive than Ever
November 2009
National Underwriter
Time For A Life Insurance Stress Test: Assess Your Business Clients' COLI
September 2009
National Underwriter
Investors should consider the investment objectives, risks, charges and expenses of any variable life insurance product carefully before investing. This and other important information about the investment company is contained in each product's prospectus, which can be obtained by calling 301-656-8689. Please read it carefully before investing.
Securities and Investment Advisory Services Offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. The Holleman Companies is independently owned and operated.
Eliminating Benefit Discrepancies for Overseas Employees
August 2009
Employee Benefit Plan Review