Our
Thinking

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.

This month, our CEO, Jay Judas, talks to Susan Kasser, Head of Private Debt, Neuberger Berman.

Split-dollar life insurance offers a wide range of versatile applications that can benefit both employers and individuals.

This month, our CEO, Jay Judas, talks to CEO & President, Three Points Insurance Design, LLC.

This month, our CEO, Jay Judas, talks to David Kleinhandler, Founder and CEO of Optifino.

Committing to trust terms that endure for generations can be daunting. A Trust Protector may be the answer.

This month we talk to an industry expert to learn about technology and AI in life insurance underwriting and where the future may lead.

Nonprofit organizations are turning to a number of life insurance-based solutions for their executive compensation needs.

This month, our CEO, Jay Judas, talks to David Herrig, Senior Vice President, Firm Development, Lion Street, Inc.

In the life insurance industry, the acronym “COLI” is a catch-all that can mean several types of corporate-owned life insurance.

This month, our CEO, Jay C. Judas, sits down with Deborah Stavis, CFP®, Founder & CEO of Stavis Wealth Transfer Solutions. The pair...