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Tier One Blog: Spousal Lifetime Access Trusts (SLATs)
This month’s blog includes an excerpt from an article written by Jay C. Judas, CEO, Life Insurance Strategies Group, LLC and Michael...


Tier One: What is Boli?
In my recent article, The Promise & The Path: An Introduction to Non-Qualified Deferred Compensation, I discussed how companies...


Tier One Interview: Tyler Furger
In our latest Tier One interview, our CEO, Jay Judas, spoke with Tyler Furger, Managing Partner of NextGen Risk Advisors. The pair speak...


Tier One: Is Private Placement Life Insurance (PPLI) a Fit?
At Life Insurance Strategies Group, we are increasingly consulting with family office representatives, trust and estate attorneys and...


Tier One Interview: Michelle Dauphinais
In this month's Tier One Interview, our CEO, Jay Judas, interviews Michelle Dauphinais, Vice President, Sales & Distribution Producer...


Tier One Interview: Kari Gillenwater
In our latest Tier One Interview, our CEO, Jay Judas, spoke with Kari Gillenwater of Gillenwater Consulting Group, a leading facilitator...


Tier One: Life Insurance Needs Created by President Biden
There is no doubt about it - COVID-19 has exploded the federal budget. In 2020, in addition to ‘regular’ spending, the Committee for a...


Tier One Interview: Andrea Dykes
In our latest Tier One Interview, our CEO, Jay Judas, spoke with Andrea Dykes CFP®, Managing Partner of Howard Insurance, a private...


Tier One: What on Earth is a LIRP?
There was a 15-year period when I was working internationally, and I lost track of some of the things going on in the domestic life...


Tier One Interview: Michael Seltzer
In our latest Tier One Interview, our CEO, Jay Judas, spoke to Michael Seltzer, CLU ChFC, Principal of Vérité Group, LLC, an...


Tier One: Time to Consider Premium Financing?
Clients should buy life insurance because they need it and not because they can finance it. Make no mistake, premium financing is a...


Tier One Interview: Aviva Sapers
In our latest Tier One Interview, our CEO, Jay Judas, spoke to Aviva Saper, President and CEO of Sapers & Wallack, Inc, a nationally...


Tier One: The Basics - What Are the Types of Life Insurance
A majority of our consulting engagements are with affluent individuals and families who need to make decisions about complicated...


Tier One Interview: Pete Dziedzic
In our latest Tier One Interview, we change things up a little bit. Our CEO, Jay Judas, spoke to our COO & General Counsel, Pete...


Tier One: Whew! One Year Down....
July marks the first anniversary of the official launch of Life Insurance Strategies Group. When I tell the story of how LISG came to...


Tier One: What is a BDIT?
In the past two years, I have noticed an increase in the amount of our clients whose estate planning attorneys are forming a beneficiary...


Tier One Interview: Victoria Mayer & Fernando Pou
In our latest Tier One interview, our CEO, Jay Judas, spoke to Victoria Mayer and Fernando Pou of Passerelle Partners. The trio discuss...


Tier One Interview: Kathy Bolton
In our latest Tier One interview, our CEO, Jay Judas, spoke to Kathy Bolton, Vice President, Plan Design and Administration at American...


Tier One: Life Insurance & Executive Benefits: The Executive Bonus IRC §162 Plan
Attracting, compensating, and retaining key talent is an on-going challenge for companies today. Section 162 of the Internal Revenue...


Tier One: The Promise & the Path: An Introduction to Non-Qualified Deferred Compensation
“Deferred compensation has nothing to do with life insurance,” is how I begin when asked to explain the concept. This disarming...
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