LISG Podcast Appearances
- Pete Dziedzic
- Jul 15, 2024
- 2 min read
Updated: Feb 7
Pete on the The Perfect Plan™ Podcast
Our President and General Counsel, Pete Dziedzic joined Matt Schiff and John Stamper on The Perfect Plan™ Podcast for a practical conversation on what’s changing in social media and what financial professionals should focus on in 2026.
Key takeaways:
The real barrier to entry is no longer production cost—it’s consistency and comfort on camera
Follower count matters less as platforms prioritize an “interest graph”
Short-form content captures attention; long-form content builds trust
“Zero-click” behavior is rising—people consume and decide without clicking
AI is best used as a clarity tool (message, hooks, structure), not a substitute for expertise
Jay on The Perfect Plan™ Podcast
Most people hear “life insurance” and think death benefit. But for business owners and families with significant wealth, it’s often about strategy.
Our CEO, Jay Judas, was a recent guest on the Perfect Plan podcast with Matt Schiff and John Stamper.
In this podcast, the group discusses the idea of life insurance as strategy and dives into:
Why PPLI adoption has accelerated post-§7702
How to align business succession and estate planning (instead of treating them separately)
The risks of pushing structures too far (thin of it like sugar on Frosted Flakes)
What global families need to know about offshore carriers and international tax rules
From liquidity events to cross-border planning, Jay shares lessons from 20+ years of guiding families and institutions through complex insurance decisions.
Jay visits The Legacy Lounge
Our CEO, Jay Judas sat down with Deborah Stavis, CFP® of Stavis Wealth in the Legacy Lounge in Houston to talk about the emerging popularity of private placement life insurance insurance (PPLI).
If you have been curious about PPLI but haven't had the time to dig through tons of written material on the topic, this video is for you.
Jay on the Planning Reimagined Podcast
Our friends at Robin Glen recently asked our CEO, Jay Judas, to join their Planning Reimagined podcast to discuss the intricacies of using life insurance in estate planning for affluent families.
Jay chatted with past LISG Tier One interviewees Celeste Moya and Kris Stegall about a range of topics from the versatility of life insurance to PPLI to how life insurance provides liquidity, ensures harmony within family businesses, and supports generational wealth transfers.
You can listen to or watch the podcast at the links below.
Audio:
YouTube:
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