Our
Thinking

For a recap on the changes to the interest rate assumptions supporting IRC §7702 made by the Consolidated Appropriations Act 2021, check...

This month, our CEO, Jay Judas, sits down with Julie Pinkerton, CLU®, ChFC®, LUTCF®, CEO, EVOZEN. The pair talk about Julie's journey...

This month Jay sits down with Jordon Katz, Principal/CEO of JR Katz. The pair discuss Jordon's start in the business, how he uses...

Competition for key talent is heating up and employers are searching for strategies to address the “four Rs” – recruiting, retaining,...

With any closely-held business, it is imperative that the shareholders have a plan to handle the exit, death or disability of any one of...

This month, we are bringing you a very special edition of our Tier One interview series. To celebrate her 80th birthday, our CEO, Jay...

As the new administration in Washington eyes raising taxes, including corporate taxes, large and mid-sized companies are increasingly...

This month, Jay sits down with one of the industry’s most successful life insurance producers specializing in executive benefits, Bill...

Since January, the life insurance industry has been abuzz about the changes to IRC Section 7702, the section of the tax code which...

In our latest Tier One interview, our CEO, Jay Judas, spoke with Barb Scoles, CLU®, ChFC®, Director, Wilton Re. The conversation covers...

In our latest Tier One interview, our CEO, Jay Judas, spoke with Janice A. Forgays, Esq., AEP®, CLU®, Estate and Wealth Management...

This month’s blog includes an excerpt from an article written by Jay C. Judas, CEO, Life Insurance Strategies Group, LLC and Michael...

In my recent article, The Promise & The Path: An Introduction to Non-Qualified Deferred Compensation, I discussed how companies...

In our latest Tier One interview, our CEO, Jay Judas, spoke with Tyler Furger, Managing Partner of NextGen Risk Advisors. The pair speak...

At Life Insurance Strategies Group, we are increasingly consulting with family office representatives, trust and estate attorneys and...

In this month's Tier One Interview, our CEO, Jay Judas, interviews Michelle Dauphinais, Vice President, Sales & Distribution Producer...

In our latest Tier One Interview, our CEO, Jay Judas, spoke with Kari Gillenwater of Gillenwater Consulting Group, a leading facilitator...

There is no doubt about it - COVID-19 has exploded the federal budget. In 2020, in addition to ‘regular’ spending, the Committee for a...

In our latest Tier One Interview, our CEO, Jay Judas, spoke with Andrea Dykes CFP®, Managing Partner of Howard Insurance, a private...

There was a 15-year period when I was working internationally, and I lost track of some of the things going on in the domestic life...