Our
Thinking

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...

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

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

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

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

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

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...

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

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

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