top of page

Our
Thinking
Search


Tier One Interview: Justin Man
This month, our CEO, Jay C. Judas, sits down with Hong Kong-based, American producer Justin Man.


Tier One: Life Insurance With Foreign Grantor Trusts and Foreign Non-Grantor Trusts
Private placement life insurance provides the ability for both a foreign grantor trust and a foreign non-grantor trust to make...


Tier One Interview: Celeste Moya
In our latest Tier One interview, our CEO, Jay Judas, spoke to Celeste Moya, Partner at C3 Financial Partners.


Tier One: Valuing a Closely Held Business for Estate Planning
For those who own a closely held or family business, an often overlooked part of their estate planning is assigning a value to that business


Tier One Interview: James Joyce
In our latest Tier One interview, our CEO, Jay Judas, spoke to James Joyce, Executive Vice President of Life Insurance for Lion Street. ...


Tier One Interview: Jerry Hester, CLU
In our latest Tier One interview, our CEO, Jay Judas, spoke to Jerry Hester, CLU, CEO and Founder of Hester Insurance Group, which is...


Tier One: Loan-Based Private Split Dollar
Private split dollar is an innovative estate planning technique which can remove the growth of money in an estate and leave that growth...


Tier One Interview: Christiana Lazo
In this edition of our Tier One interview series, our CEO, Jay Judas, spoke to Christiana Lazo, a Partner in the Trusts & Estates...


Tier One: Stranger In a Strange Land (Avoid PFICs)
A common mistake for U.S. expatriates is to purchase a local life insurance policy where they are living without realizing the policy may...


Tier One: Understanding Indexed Universal Life (IUL)
Over time, there has been a shift in permanent life insurance polices from the insurer shouldering most of the investment risk to the...


Tier One Interview: Farah F. Rehman, CLU
Our CEO, Jay Judas, spoke to Farah F. Rehman, CLU, Senior Vice President for Zurich Affluent Markets Group.
bottom of page