Tier One Interview: Jeff Wasserman
This month Jay sits down with Jeff Wasserman, Executive Vice President, Managing Director, Oswald Specialty Life, Oswald Companies. The...
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Tier One: Life Insurance to the Rescue for U.S. Inbound Planning
Life insurance can be a critical component of a U.S., ‘in-bound’ financial plan. The same tax benefits that U.S. tax residents enjoy...
Tier One: How To File a Death Benefit Claim
Given the size of the life insurance policies our individual and institutional clients purchase, one question inevitably pops up, “How...
Tier One Interview: Anne Long
This month, our CEO, Jay C. Judas, sits down with Anne Long, RICP®, CLU®, President, Life Insurance Solutions at CBIZ Benefits &...
Tier One Interview: Madison Chaney
This month, our CEO, Jay C. Judas, sits down with Madison Chaney, Project Manager at Legacy Planning Partners. The pair discuss being...
Tier One: Fiduciaries - Is that a 20.1% Rate of Return on Your Clients Life Insurance Illustration?
The definition of “illustrate” is to “explain or make (something) clear by using examples, charts, pictures, etc.” Any non-life insurance...
Tier One: Financing Life Insurance Premiums in a Rising Interest Rate Environment
Using leverage to purchase life insurance has been a popular and effective strategy for over two decades. By borrowing to pay policy...
Tier One Interview: Andy Brim
This month our CEO, Jay Judas, sits down with Andy Brim, Vice President of Business Development & Distribution at Vanbridge Life &...
Tier One Interview: Alex Gramatic and Zach Taylor
This month is a two-for-one special as our CEO, Jay Judas, sits down Alex Grammatic and Zach Taylor, the founders of Blue Herring, a life...
Tier One: Coming Soon to the Fiduciary COI - Acting in a Client’s Best Interest in a Life Insurance
Heightened fiduciary standards are closing in on centers of influence who share their clients with life insurance producers. Investment...
Tier One Interview: Rebecca Rosofsky
This month, our CEO, Jay Judas, sits down with national lending and premium finance expert, Rebecca Rosofsky CFP® from City National Bank....
Tier One: Family Offices Turn to PPLI to Eliminate Taxation on Investments
An attribute of private placement life insurance (PPLI) is that the policy generally needs to be held for the long-term – at least 10...
Tier One Interview: Amy Salo
This month, Jay sits down with Amy Salo CFP®, CAP®, CExP™, Managing Partner, Forest Hills Financial Group. Jay and Amy talk about the...
Tier One: Tax Law Changes Could Finally Be Here
In recent weeks, rumors abounded that Senate Democrats were attempting one last go to draft a reconciliation bill based on what was...
Tier One Interview: Teague Wright
This month, Jay sits down with Teague Wright, Senior Vice President, Firm Development at Lion Street. Jay and Teague talk about her...
Tier One: What are the Economic Substance Regulations?
One of the areas we increasingly work with clients is the formation of life insurance companies in offshore jurisdictions such as...
Tier One Interview: A Tale of Two Healys
This month's Tier One interview is a 2-for-1 special as Jay sits down with Todd S. Healy, MSW®, CLU®, ChFC®, AEP®, CAP®, Founder & Senior...
Tier One: Now is Not the Time to Term
Lately, I have been encountering a frustrating turn of events when witnessing the estate planning of affluent couples. After couples...
Tier One: PPLI & PPVA Industry to RIAs: “We’re Here to Help!”
It should not be news to hear that Registered Investment Advisors (RIAs) are increasingly embracing life insurance, specifically private...
Tier One Interview: Elizabeth Keenan
This month, Jay sits down with Elizabeth Keenan, Managing Partner, Private Life Solutions. Jay and Liz talk about her unexpected path to...
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