Our
Thinking

For younger affluent clients, one essential tool to help secure a financial future that should not be overlooked is life insurance.

This month, our CEO, Jay Judas, talks to Eric Eklund, Esq., Chief Operating Officer & Founding Partner, The Ridgeback Group.

This month, our CEO, Jay Judas, talks to Susan Kasser, Head of Private Debt, Neuberger Berman.

Split-dollar life insurance offers a wide range of versatile applications that can benefit both employers and individuals.

This month, our CEO, Jay Judas, talks to CEO & President, Three Points Insurance Design, LLC.

This month, our CEO, Jay Judas, talks to David Kleinhandler, Founder and CEO of Optifino.

Committing to trust terms that endure for generations can be daunting. A Trust Protector may be the answer.

This month we talk to an industry expert to learn about technology and AI in life insurance underwriting and where the future may lead.

Nonprofit organizations are turning to a number of life insurance-based solutions for their executive compensation needs.

This month, our CEO, Jay Judas, talks to David Herrig, Senior Vice President, Firm Development, Lion Street, Inc.

In the life insurance industry, the acronym “COLI” is a catch-all that can mean several types of corporate-owned life insurance.

This month, our CEO, Jay C. Judas, sits down with Deborah Stavis, CFP®, Founder & CEO of Stavis Wealth Transfer Solutions. The pair...

Professional athletes often find themselves in a unique financial situation, with substantial earnings over a relatively short career...

This month, Jay chatted with Kevin Murphy, Co-Founder and Chief Executive Officer at Provenio Capital. The pair discuss the intersection...

We are increasingly engaged to help plan the acquisition of life insurance for affluent Canadian tax residents who are planning to emigrate

Those who have purchased, or are considering purchasing, a large cash value life insurance policy should treat the policy as an asset class

This month, Jay chatted with Jane Riley, Chief Compliance Officer at The Leaders Group.

“You are all set, Mr. Smith, with your variable universal life policy that you will be funding for the next ten years. The cash value...

This month, Jay chatted with Kristi Barens, Principal at Mullin Barens Sanford Financial & Insurance Services.

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