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Tier One: Now is Not the Time to Term

Lately, I have been encountering a frustrating turn of events when witnessing the estate planning of affluent couples. After couples...

Tier One: PPLI & PPVA Industry to RIAs: “We’re Here to Help!”

It should not be news to hear that Registered Investment Advisors (RIAs) are increasingly embracing life insurance, specifically private...

Tier One Interview: Elizabeth Keenan

This month, Jay sits down with Elizabeth Keenan, Managing Partner, Private Life Solutions. Jay and Liz talk about her unexpected path to...

Tier One Blog: Is It Time To Get Excited About Universal Life?

On January 24, 2022, John Hancock announced it was raising the crediting rate on its Protection UL and SUL by a whopping 30 basis points....

Tier One Interview: Jennifer Ortale

This month, Jay sits down with Jennifer Ortale, National Vice President, Executive Benefits at Securian Financial. The pair reminisce...

Tier One: A Year in LIRP

In October of 2020, I wrote a blog about life insurance retirement plans (LIRPs) and how they are a tax-efficient strategy in meeting...

Tier One Interview: Todd Walters & Jarrett Bostwick

This month's interview is a 2-for-1 deal as Jay chats with both Todd Walters, Managing Partner & Co-Founder and Jarrett Bostwick,...

Tier One Interview: Alan Jahde

This month, Jay chats with Alan Jahde, JD, LLM, Founder & CEO, Investors Preferred Life Insurance Company. The pair discuss Alan's...

Tier One: Pay Me In Life Insurance!

Since the enactment of IRC §4960 as part of the Tax Cuts & Jobs Act of 2017, tax-exempt organizations have been subject to an excise tax...

Tier One Interview: Mayur Dalal

This month, Jay talks to Mayur Dalal, Owner, Mayur Dalal Associates. The pair discuss Mayur's path through the life insurance industry,...

Tier One: PPVA - Generating Tax Efficiency for Tax Exempt Institutions and Foreign Investors

Whenever I mention that tax exempt organizations such as foundations, endowments, charities and pensions are subject to taxation, I find...

Tier One Interview: Frank Seneco

This month Jay talks to Frank W. Seneco, President, Seneco & Associates, Inc. & Seneco Global Advisors and a board director of First...

Tier One: Getting Started with Social Selling

In January, I filmed a YouTube video that talked about the importance of social media for life insurance producers. Today I want to...

Tier One: A Benefit for your Top Talent | Supplemental Executive Retirement Plan (SERP)

Executive Benefits are gaining attention due a perfect storm of factors impacting employers. This includes: Challenges in attracting...

Tier One Interview: Ramona Neal

This month, Jay talks to Ramona Neal, CLU®, ChFC®, CLTC®, REBC®, President, Living Benefit Review, LLC. The pair talk about Ramona's...

Tier One: Split-Funded Defined Benefit Plan

For small business owners, offering qualified plans is expensive and, combined with the contribution limits and discrimination testing,...

Tier One Interview: Kris Stegall

This month, Jay talks to Kris Stegall, President, Momentum Advanced Planning. The pair chat about Kris's path to the life insurance and...

Tier One: I’m Now Seeing the Impact of the Changes to IRC §7702

For a recap on the changes to the interest rate assumptions supporting IRC §7702 made by the Consolidated Appropriations Act 2021, check...

Tier One Interview: Julie Pinkerton

This month, our CEO, Jay Judas, sits down with Julie Pinkerton, CLU®, ChFC®, LUTCF®, CEO, EVOZEN. The pair talk about Julie's journey...

Tier One Interview: Jordon Katz

This month Jay sits down with Jordon Katz, Principal/CEO of JR Katz. The pair discuss Jordon's start in the business, how he uses...