Tier One Interview: A Tale of Two HealysThis 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 TermLately, 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 KeenanThis month, Jay sits down with Elizabeth Keenan, Managing Partner, Private Life Solutions. Jay and Liz talk about her unexpected path to...
Tier One Blog: Is It Time To Get Excited About Universal Life?On January 24, 2022, John Hancock announced it was raising the crediting rate on its Protection UL and SUL by a whopping 30 basis points....
Tier One Interview: Jennifer OrtaleThis month, Jay sits down with Jennifer Ortale, National Vice President, Executive Benefits at Securian Financial. The pair reminisce...
Tier One: A Year in LIRPIn October of 2020, I wrote a blog about life insurance retirement plans (LIRPs) and how they are a tax-efficient strategy in meeting...
Tier One Interview: Todd Walters & Jarrett BostwickThis month's interview is a 2-for-1 deal as Jay chats with both Todd Walters, Managing Partner & Co-Founder and Jarrett Bostwick,...
Tier One Interview: Alan JahdeThis month, Jay chats with Alan Jahde, JD, LLM, Founder & CEO, Investors Preferred Life Insurance Company. The pair discuss Alan's...
Tier One: Pay Me In Life Insurance!Since the enactment of IRC §4960 as part of the Tax Cuts & Jobs Act of 2017, tax-exempt organizations have been subject to an excise tax...
Tier One Interview: Mayur DalalThis month, Jay talks to Mayur Dalal, Owner, Mayur Dalal Associates. The pair discuss Mayur's path through the life insurance industry,...
Tier One: PPVA - Generating Tax Efficiency for Tax Exempt Institutions and Foreign InvestorsWhenever I mention that tax exempt organizations such as foundations, endowments, charities and pensions are subject to taxation, I find...
Tier One Interview: Frank SenecoThis month Jay talks to Frank W. Seneco, President, Seneco & Associates, Inc. & Seneco Global Advisors and a board director of First...
Tier One: Getting Started with Social SellingIn January, I filmed a YouTube video that talked about the importance of social media for life insurance producers. Today I want to...
Tier One: A Benefit for your Top Talent | Supplemental Executive Retirement Plan (SERP)Executive Benefits are gaining attention due a perfect storm of factors impacting employers. This includes: Challenges in attracting...
Tier One Interview: Ramona NealThis month, Jay talks to Ramona Neal, CLU®, ChFC®, CLTC®, REBC®, President, Living Benefit Review, LLC. The pair talk about Ramona's...
Tier One: Split-Funded Defined Benefit PlanFor small business owners, offering qualified plans is expensive and, combined with the contribution limits and discrimination testing,...
Tier One Interview: Kris StegallThis month, Jay talks to Kris Stegall, President, Momentum Advanced Planning. The pair chat about Kris's path to the life insurance and...
Tier One: I’m Now Seeing the Impact of the Changes to IRC §7702For a recap on the changes to the interest rate assumptions supporting IRC §7702 made by the Consolidated Appropriations Act 2021, check...
Tier One Interview: Julie PinkertonThis month, our CEO, Jay Judas, sits down with Julie Pinkerton, CLU®, ChFC®, LUTCF®, CEO, EVOZEN. The pair talk about Julie's journey...