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Tier One Interview: Steve Parrish

This month Jay connected with Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Co-Director of The Retirement Income Center at the American...

Tier One: What You Need to Know About the Gift Tax

When it comes to substantial gifts, there may significant tax implications to consider.

Tier One: Intergenerational Split-Dollar Planning - A Solution for Trust Illiquidity

Split-dollar may provide an approach to address liquidity concerns while optimizing the benefits of life insurance.

Tier One Interview: Michael Babikian

This month Jay connected with Michael Babikian, CEO of First Financial Resources (FFR). FFR has become recognized as the only...

Tier One Interview: Allison Hoyt

This month, Jay sits down with Allison Hoyt, JD,CLU, TEP, Technical Director, Advanced Consulting Group, Nationwide. The pair discuss...

Tier One: Understanding IRS Notice 2023-62 - Life Insurance and Wealth Replacement under SECURE Act

Many affluent individuals may never need to touch their qualified plan balances. Prior to the SECURE Act, there was a way to stretch a...

Tier One: Make Short Term, Long Term

As a life insurance expert, I often get asked about convertible term life insurance. It's a popular option for those who want to have...

Tier One Interview: Michael Konialian

We sit down with Michael Konialian, Co-Founder & CEO of Modern Life, to talk starting an running a tech-enabled brokerage.

Tier One Interview: Dakota Brizendine

Jay talks to Dakota Brizedine, Managing Director and Head of New Org at Commonwealth Financial Group.

Tier One: Insurance LLCs - An Effective Tool for Business Succession Planning

An explanation of life insurance LLCS for use in business succession planning.

Tier One: Harnessing the Power of Private Placement Variable Annuities

Private placement variable annuities have emerged as a versatile and dynamic tool.

Tier One Interview: Jerry Hester, CLU

Jay sits down with Jerry Hester for our first ever repeat Tier One interviewee.

Tier One Interview: Jeff Savlov

This month Jay sits down with Jeff Savlov, Founder, Blum & Savlov, LLP.

Tier One: What is a Charitable Remainder Trust (CRT)?

We examine the ins and outs of charitable remainder trusts and how life insurance is an excellent tool to incorporate in a CRT.

Tier One Interview: Dierdre Woodruff

This month Jay sits down with Dierdre Woodruff, Senior Vice President at Puritan Life Insurance Company of America. The pair discuss...

Tier One: How to Select a Top Tier Trusts and Estates Attorney

Tips for finding the right trusts and estates attorney.

Tier One Interview: Jen Fox

This month Jay sits down with Jen Fox, Vice President, Political Affairs at Finseca. The pair talk about Jen's road to advocacy for the...

Tier One: Infinite Headaches from Infinite Banking

At Life Insurance Strategies Group, we love our TikTok, especially the ‘cooking’ segments, “Everyone’s so creative!” Along with those...

Tier One Interview: LISG FAQs Answered

In this month’s Tier One Interview, we are changing the format in order to share our answers to frequently-asked questions we receive...

Tier One: Use It Or Lose It

There is now less than three years left for taxpayers to use their federal estate and gift tax exemption before the amount falls...