In our latest Tier One interview, our CEO, Jay Judas, spoke to Kathy Bolton, Vice President, Plan Design and Administration at American Financial Systems, In...

Attracting, compensating, and retaining key talent is an on-going challenge for companies today. Section 162 of the Internal Revenue Code establishes an eas...

“Deferred compensation has nothing to do with life insurance,” is how I begin when asked to explain the concept. This disarming statement usually draws look...

This month, our CEO, Jay C. Judas, sits down with Hong Kong-based, American producer Justin Man.

Private placement life insurance provides the ability for both a foreign grantor trust and a foreign non-grantor trust to make investments into assets deemed...

In our latest Tier One interview, our CEO, Jay Judas, spoke to Celeste Moya, Partner at C3 Financial Partners.

For those who own a closely held or family business, an often overlooked part of their estate planning is assigning a value to that business

In our latest Tier One interview, our CEO, Jay Judas, spoke to James Joyce, Executive Vice President of Life Insurance for Lion Street. In their chat, they ...

In our latest Tier One interview, our CEO, Jay Judas, spoke to Jerry Hester, CLU, CEO and Founder of Hester Insurance Group, which is based in Chicago. In t...

Private split dollar is an innovative estate planning technique which can remove the growth of money in an estate and leave that growth to heirs. Structured...

In this edition of our Tier One interview series, our CEO, Jay Judas, spoke to Christiana Lazo, a Partner in the Trusts & Estates Practice Group at Kirkland ...

A common mistake for U.S. expatriates is to purchase a local life insurance policy where they are living without realizing the policy may not be considered l...

Over time, there has been a shift in permanent life insurance polices from the insurer shouldering most of the investment risk to the policyholder taking on ...

Our CEO, Jay Judas, spoke to Farah F. Rehman, CLU, Senior Vice President for Zurich Affluent Markets Group.