Our
Thinking

Life insurance can be a critical component of a U.S., ‘in-bound’ financial plan. The same tax benefits that U.S. tax residents enjoy...

Given the size of the life insurance policies our individual and institutional clients purchase, one question inevitably pops up, “How...

This month, our CEO, Jay C. Judas, sits down with Anne Long, RICP®, CLU®, President, Life Insurance Solutions at CBIZ Benefits &...

This month, our CEO, Jay C. Judas, sits down with Madison Chaney, Project Manager at Legacy Planning Partners. The pair discuss being...

The definition of “illustrate” is to “explain or make (something) clear by using examples, charts, pictures, etc.” Any non-life insurance...

Using leverage to purchase life insurance has been a popular and effective strategy for over two decades. By borrowing to pay policy...

This month our CEO, Jay Judas, sits down with Andy Brim, Vice President of Business Development & Distribution at Vanbridge Life &...

This month is a two-for-one special as our CEO, Jay Judas, sits down Alex Grammatic and Zach Taylor, the founders of Blue Herring, a life...

Heightened fiduciary standards are closing in on centers of influence who share their clients with life insurance producers. Investment...

This month, our CEO, Jay Judas, sits down with national lending and premium finance expert, Rebecca Rosofsky CFP® from City National Bank....

An attribute of private placement life insurance (PPLI) is that the policy generally needs to be held for the long-term – at least 10...

This month, Jay sits down with Amy Salo CFP®, CAP®, CExP™, Managing Partner, Forest Hills Financial Group. Jay and Amy talk about the...

In recent weeks, rumors abounded that Senate Democrats were attempting one last go to draft a reconciliation bill based on what was...

This month, Jay sits down with Teague Wright, Senior Vice President, Firm Development at Lion Street. Jay and Teague talk about her...

One of the areas we increasingly work with clients is the formation of life insurance companies in offshore jurisdictions such as...

This month's Tier One interview is a 2-for-1 special as Jay sits down with Todd S. Healy, MSW®, CLU®, ChFC®, AEP®, CAP®, Founder & Senior...

Lately, I have been encountering a frustrating turn of events when witnessing the estate planning of affluent couples. After couples...

It should not be news to hear that Registered Investment Advisors (RIAs) are increasingly embracing life insurance, specifically private...

This month, Jay sits down with Elizabeth Keenan, Managing Partner, Private Life Solutions. Jay and Liz talk about her unexpected path to...

On January 24, 2022, John Hancock announced it was raising the crediting rate on its Protection UL and SUL by a whopping 30 basis points....