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Tier One Interview: Jane Riley

This month, Jay chatted with Jane Riley, Chief Compliance Officer at The Leaders Group.

Tier One: Remembering to Switch the Death Benefit Option to Optimize Cash Value Accumulation

“You are all set, Mr. Smith, with your variable universal life policy that you will be funding for the next ten years. The cash value...

Tier One Interview: Kristi Barens

This month, Jay chatted with Kristi Barens, Principal at Mullin Barens Sanford Financial & Insurance Services.

Tier One Interview: Steve Parrish

This month Jay connected with Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Co-Director of The Retirement Income Center at the American...

Tier One: What You Need to Know About the Gift Tax

When it comes to substantial gifts, there may significant tax implications to consider.

Tier One: Intergenerational Split-Dollar Planning - A Solution for Trust Illiquidity

Split-dollar may provide an approach to address liquidity concerns while optimizing the benefits of life insurance.

Tier One Interview: Michael Babikian

This month Jay connected with Michael Babikian, CEO of First Financial Resources (FFR). FFR has become recognized as the only...

Tier One Interview: Allison Hoyt

This month, Jay sits down with Allison Hoyt, JD,CLU, TEP, Technical Director, Advanced Consulting Group, Nationwide. The pair discuss...

Tier One: Understanding IRS Notice 2023-62 - Life Insurance and Wealth Replacement under SECURE Act

Many affluent individuals may never need to touch their qualified plan balances. Prior to the SECURE Act, there was a way to stretch a...

Tier One: Make Short Term, Long Term

As a life insurance expert, I often get asked about convertible term life insurance. It's a popular option for those who want to have...

Tier One Interview: Michael Konialian

We sit down with Michael Konialian, Co-Founder & CEO of Modern Life, to talk starting an running a tech-enabled brokerage.

Tier One Interview: Dakota Brizendine

Jay talks to Dakota Brizedine, Managing Director and Head of New Org at Commonwealth Financial Group.

Tier One: Insurance LLCs - An Effective Tool for Business Succession Planning

An explanation of life insurance LLCS for use in business succession planning.

Tier One: Harnessing the Power of Private Placement Variable Annuities

Private placement variable annuities have emerged as a versatile and dynamic tool.

Tier One Interview: Jerry Hester, CLU

Jay sits down with Jerry Hester for our first ever repeat Tier One interviewee.

Tier One Interview: Jeff Savlov

This month Jay sits down with Jeff Savlov, Founder, Blum & Savlov, LLP.

Tier One: What is a Charitable Remainder Trust (CRT)?

We examine the ins and outs of charitable remainder trusts and how life insurance is an excellent tool to incorporate in a CRT.

Tier One Interview: Dierdre Woodruff

This month Jay sits down with Dierdre Woodruff, Senior Vice President at Puritan Life Insurance Company of America. The pair discuss...

Tier One: How to Select a Top Tier Trusts and Estates Attorney

Tips for finding the right trusts and estates attorney.

Tier One Interview: Jen Fox

This month Jay sits down with Jen Fox, Vice President, Political Affairs at Finseca. The pair talk about Jen's road to advocacy for the...