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This month, Jay sits down with Jagruti Panwala, President & CEO of Wealth Protection Strategies and the first woman to serve as Chair of the Asian American Hotel Owners Association (AAHOA).

When an individual purchases a life insurance policy, the assumption is that the insurance company will be there to pay the claim, whether tomorrow or decades from now. Behind the scenes, however, the life insurer itself may not shoulder the entire risk of that policy. Instead, it often transfers a portion of the obligation to another insurer, known as a reinsurer.

Our Co-Founder and CEO, Jay Judas, joined Jordon R. Katz of JR Katz for a wide-ranging conversation about the transformation of the Private Placement Life Insurance (PPLI) market.

LISG International, a division of Life Insurance Strategies Group, LLC, (“LISG”), a leading provider of consulting and creative services to the HNW life insurance marketplace, announced today that the company has completed the research, manufacture, and distribution strategy of the Alpha Tiger Managed Variable Universal Life (MVUL) contract offered by Alpha International Life Assurance Company (Guernsey) Ltd. (Alpha International Life).

This month, Jay sits down with Ani Hovanessian, Partner in the Private Client Group at Willkie, Farr & Gallagher LLC, for an inspiring conversation about the intersection of technical mastery and human connection in estate planning.

For high-income individuals who have already maxed out traditional tax-advantaged retirement accounts, VUL offers a potential next step. It combines permanent life insurance coverage with the opportunity for tax-deferred investment growth. More than just a death benefit, VUL provides a flexible, dynamic tool for wealth accumulation, risk management, and long-term financial planning.

When affluent families think about financial planning, they often focus on preserving wealth, minimizing taxes, and ensuring smooth multigenerational transfers. Yet, one area that continues to rise in importance and cost is long-term care.

One strategy gaining traction is the intergenerational split-dollar (IGSD) arrangement, a sophisticated life insurance funding mechanism that leverages valuation discounts and estate inclusion rules to transfer wealth with minimal tax friction.

Tools like IRC Section 1035 exchanges and term life insurance conversions can help policyholders modernize their coverage without incurring tax consequences or undergoing medical exams. These strategies allow individuals to enhance their protection, reduce costs, and better align their policies with current objectives.

This month, our CEO, Jay Judas, sits down with Nikki Pethtel, President and CFO of Investors Preferred Life Insurance Company. They talk about Nikki’s unexpected path from small-town Illinois to the helm of one of the fastest-growing PPLI carriers in the country, how separately managed accounts have helped drive adoption, and why education is at the heart of IPL’s success. Plus, you’ll learn why South Dakota is a power player in life insurance…and where to find a Mediterranea

This month’s blog answers a question we remain surprised that very few of our consulting clients ever ask:  How do life insurance policy beneficiaries receive the death benefit?   We find we need to proactively answer this question as part of any client engagement since, functionally, it is the final step when it comes to owning a life insurance policy.

GRATs and CLATs offer exceptional opportunities for tax-efficient wealth transfer. But when paired with life insurance, their potential for impact, both financial and philanthropic, grows exponentially.

In the rapidly evolving world of life insurance, accelerated medical underwriting (AUW) has emerged as a groundbreaking process, significantly simplifying and speeding up policy issuance.

This month, our CEO, Jay Judas, talks to Jeri Turley, Principal, Winged Keel Group. The pair discuss Jeri’s journey to the top of the life insurance industry, engaging with both the industry and community organizations, the need for more women in client facing roles in life insurance, and Jeri’s favorite spot to eat in Richmond!

This month, our CEO, Jay Judas, talks to Chris Burch, CLU®, FLMI, Senior Vice President, National Atlantic Brokerage.

Fairness and equality stand at the heart of decisions about whom to give to and what to distribute in estate plans.

This month, our CEO, Jay Judas, talks to Jamie L. Mendelsohn, EVP, Ashar Group all about the ins and outs of life settlements.

The U.S. Supreme Court decision in Connelly v. United States significantly impacted how closely held companies approach buy-sell agreements.

This month, our CEO, Jay Judas, talks to Samita "Sam" Malik, Chief Insurance Officer, Arta Finance . The pair discuss Sam's path from...

For affluent clients and institutions considering life insurance options, whole life insurance may or may not be a perfect fit.