Our
Thinking

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).

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.

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.

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

This month, our CEO, Jay Judas, talks to Founding Principal, Highland Capital Brokerage.

Half of our individual client engagement involves PPLI, so we thought it was time to cover the basics.

For younger affluent clients, one essential tool to help secure a financial future that should not be overlooked is life insurance.

Check out the team from Life Insurance Strategies Group from their appearances on various industry podcasts.