Our
Thinking

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...

Tier One Interview: Jeff Wasserman

This month Jay sits down with Jeff Wasserman, Executive Vice President, Managing Director, Oswald Specialty Life, Oswald Companies. The...

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...