Our
Thinking

This month, our CEO, Jay Judas, sits down with Nikki Pethtel, President and CFO of Investors Preferred Life Insurance Company. They talk about Nikki’s unexpected path from small-town Illinois to the helm of one of the fastest-growing PPLI carriers in the country, how separately managed accounts have helped drive adoption, and why education is at the heart of IPL’s success. Plus, you’ll learn why South Dakota is a power player in life insurance…and where to find a Mediterranea

This month’s blog answers a question we remain surprised that very few of our consulting clients ever ask:  How do life insurance policy beneficiaries receive the death benefit?   We find we need to proactively answer this question as part of any client engagement since, functionally, it is the final step when it comes to owning a life insurance policy.

This month, our CEO, Jay Judas, speaks with Melissa Lopez, Managing Partner at Insurance Advisors Global Partners. They dive into Melissa’s unique journey from international healthcare to high-net-worth insurance, the critical role of international private medical insurance, building a business with her husband, and why global families need more than just life insurance to protect their futures.

GRATs and CLATs offer exceptional opportunities for tax-efficient wealth transfer. But when paired with life insurance, their potential for impact, both financial and philanthropic, grows exponentially.

In the rapidly evolving world of life insurance, accelerated medical underwriting (AUW) has emerged as a groundbreaking process, significantly simplifying and speeding up policy issuance.

This month, our CEO, Jay Judas, talks to Jeri Turley, Principal, Winged Keel Group. The pair discuss Jeri’s journey to the top of the life insurance industry, engaging with both the industry and community organizations, the need for more women in client facing roles in life insurance, and Jeri’s favorite spot to eat in Richmond!

This month, our CEO, Jay Judas, talks to Chris Burch, CLU®, FLMI, Senior Vice President, National Atlantic Brokerage.

Fairness and equality stand at the heart of decisions about whom to give to and what to distribute in estate plans.

This month, our CEO, Jay Judas, talks to Jamie L. Mendelsohn, EVP, Ashar Group all about the ins and outs of life settlements.

The U.S. Supreme Court decision in Connelly v. United States significantly impacted how closely held companies approach buy-sell agreements.

This month, our CEO, Jay Judas, talks to Samita "Sam" Malik, Chief Insurance Officer, Arta Finance . The pair discuss Sam's path from...

For affluent clients and institutions considering life insurance options, whole life insurance may or may not be a perfect fit.

The days when purchasing a life insurance policy required an invasive medical exam are mostly in the rear view mirror.

This month, our CEO, Jay Judas, talks to Founding Principal, Highland Capital Brokerage.

Half of our individual client engagement involves PPLI, so we thought it was time to cover the basics.

This month, our CEO, Jay Judas, talks to Sam Jacobs, Senior Vice President, Executive Planning, Gallagher.

This month, our CEO, Jay Judas, talks to Matthew E. Schiff, CLU, ChFC, WMCP, Founder, Schiff Executive Benefits.

A Charitable Remainder Trust may help you avoid capital gains taxes and provide a significant income tax deduction.

For younger affluent clients, one essential tool to help secure a financial future that should not be overlooked is life insurance.

This month, our CEO, Jay Judas, talks to Eric Eklund, Esq., Chief Operating Officer & Founding Partner, The Ridgeback Group.