Our
Thinking

Since the enactment of IRC §4960 as part of the Tax Cuts & Jobs Act of 2017, tax-exempt organizations have been subject to an excise tax...

This month, Jay talks to Mayur Dalal, Owner, Mayur Dalal Associates. The pair discuss Mayur's path through the life insurance industry,...

Whenever I mention that tax exempt organizations such as foundations, endowments, charities and pensions are subject to taxation, I find...

This month Jay talks to Frank W. Seneco, President, Seneco & Associates, Inc. & Seneco Global Advisors and a board director of First...

In January, I filmed a YouTube video that talked about the importance of social media for life insurance producers. Today I want to...

Executive Benefits are gaining attention due a perfect storm of factors impacting employers. This includes: Challenges in attracting...

This month, Jay talks to Ramona Neal, CLU®, ChFC®, CLTC®, REBC®, President, Living Benefit Review, LLC. The pair talk about Ramona's...

For small business owners, offering qualified plans is expensive and, combined with the contribution limits and discrimination testing,...

This month, Jay talks to Kris Stegall, President, Momentum Advanced Planning. The pair chat about Kris's path to the life insurance and...

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...