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Tier One - Discounting the Future: How Intergenerational Split-Dollar Unlocks Wealth Transfer Value
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.
Tier One Interview: Michael DeFillipo
In this month’s interview, Jay catches up with top tier producer Michael DeFillipo, CLU®, ChFC®. The pair discuss how to best position life insurance with clients, Michael’s short-lived collegiate athletic career and where to find the best rabbit pie in the Philadelphia area.
Tier One: What You Should Know About Buy-Sell Agreements After the Connelly v. United States Decision - Strategic Use of Life Insurance
The U.S. Supreme Court decision in Connelly v. United States significantly impacted how closely held companies approach buy-sell agreements.
Tier One Interview: Eleanor Johnson
This month, our CEO, Jay Judas, talks to Founding Principal, Highland Capital Brokerage.
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