Our
Thinking

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.

Private placement variable annuities have emerged as a versatile and dynamic tool.

Jay sits down with Jerry Hester for our first ever repeat Tier One interviewee.

This month Jay sits down with Jeff Savlov, Founder, Blum & Savlov, LLP.

We examine the ins and outs of charitable remainder trusts and how life insurance is an excellent tool to incorporate in a CRT.

This month Jay sits down with Dierdre Woodruff, Senior Vice President at Puritan Life Insurance Company of America. The pair discuss...

Tips for finding the right trusts and estates attorney.

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...

At Life Insurance Strategies Group, we love our TikTok, especially the ‘cooking’ segments, “Everyone’s so creative!” Along with those...

In this month’s Tier One Interview, we are changing the format in order to share our answers to frequently-asked questions we receive...

There is now less than three years left for taxpayers to use their federal estate and gift tax exemption before the amount falls...

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