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Tier One: A Fresh Look at Private Placement Life Insurance (PPLI)

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

Tier One Interview: Sam Jacobs

This month, our CEO, Jay Judas, talks to Sam Jacobs, Senior Vice President, Executive Planning, Gallagher.

Tier One Interview: Matthew E. Schiff

This month, our CEO, Jay Judas, talks to Matthew E. Schiff, CLU, ChFC, WMCP, Founder, Schiff Executive Benefits.

Tier One: Charitable Remainder Trusts & Irrevocable Life Insurance Trusts

A Charitable Remainder Trust may help you avoid capital gains taxes and provide a significant income tax deduction.

Tier One: How Life Insurance Benefits Younger Affluent Clients

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

Tier One Interview: Eric Eklund

This month, our CEO, Jay Judas, talks to Eric Eklund, Esq., Chief Operating Officer & Founding Partner, The Ridgeback Group.

Tier One Interview: Susan Kasser

This month, our CEO, Jay Judas, talks to Susan Kasser, Head of Private Debt, Neuberger Berman.

Tier One: Split-Dollar Arrangements Rule

Split-dollar life insurance offers a wide range of versatile applications that can benefit both employers and individuals.

Tier One Interview: Seth Wasserman

This month, our CEO, Jay Judas, talks to CEO & President, Three Points Insurance Design, LLC.

Tier One Interview: David Kleinhandler

This month, our CEO, Jay Judas, talks to David Kleinhandler, Founder and CEO of Optifino.

Tier One: What is a Trust Protector?

Committing to trust terms that endure for generations can be daunting. A Trust Protector may be the answer.

Tier One Interview: Tammy Marlotte

This month we talk to an industry expert to learn about technology and AI in life insurance underwriting and where the future may lead.

Tier One: Executive Compensation Program Considerations for Nonprofit Organizations

Nonprofit organizations are turning to a number of life insurance-based solutions for their executive compensation needs.

Tier One Interview: David Herrig

This month, our CEO, Jay Judas, talks to David Herrig, Senior Vice President, Firm Development, Lion Street, Inc.

Tier One: Your Quick Guide to Corporate Owned Life Insurance

In the life insurance industry, the acronym “COLI” is a catch-all that can mean several types of corporate-owned life insurance.

Tier One Interview: Deborah Stavis

This month, our CEO, Jay C. Judas, sits down with Deborah Stavis, CFP®, Founder & CEO of Stavis Wealth Transfer Solutions. The pair...

Tier One: Going Pro with PPVA

Professional athletes often find themselves in a unique financial situation, with substantial earnings over a relatively short career...

Tier One Interview: Kevin Murphy

This month, Jay chatted with Kevin Murphy, Co-Founder and Chief Executive Officer at Provenio Capital. The pair discuss the intersection...

Tier One: Leaving Canada? Meeting Tax Requirements and Buying Life Insurance When You Depart

We are increasingly engaged to help plan the acquisition of life insurance for affluent Canadian tax residents who are planning to emigrate

Tier One: Do Not Forget to Position Cash Value Life Insurance as a Contingent Asset Class in a Diversified Investment Portfolio

Those who have purchased, or are considering purchasing, a large cash value life insurance policy should treat the policy as an asset class