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Thinking

Tier One: The IRC §162 Restricted Executive Bonus Arrangement (REBA)

Competition for key talent is heating up and employers are searching for strategies to address the “four Rs” – recruiting, retaining,...

Tier One: Life Insurance to Fund Buy-Sell Agreements for Closely Held Businesses

With any closely-held business, it is imperative that the shareholders have a plan to handle the exit, death or disability of any one of...

Tier One Interview: Ann Teixeira

This month, we are bringing you a very special edition of our Tier One interview series. To celebrate her 80th birthday, our CEO, Jay...

Tier One: What is COLI?

As the new administration in Washington eyes raising taxes, including corporate taxes, large and mid-sized companies are increasingly...

Tier One Interview: Bill MacDonald

This month, Jay sits down with one of the industry’s most successful life insurance producers specializing in executive benefits, Bill...

Tier One Blog: The Scoop - The Changes to Internal Revenue Code Section 7702

Since January, the life insurance industry has been abuzz about the changes to IRC Section 7702, the section of the tax code which...

Tier One Interview: Barb Scoles

In our latest Tier One interview, our CEO, Jay Judas, spoke with Barb Scoles, CLU®, ChFC®, Director, Wilton Re. The conversation covers...

Tier One Interview: Janice Forgays

In our latest Tier One interview, our CEO, Jay Judas, spoke with Janice A. Forgays, Esq., AEP®, CLU®, Estate and Wealth Management...

Tier One Blog: Spousal Lifetime Access Trusts (SLATs)

This month’s blog includes an excerpt from an article written by Jay C. Judas, CEO, Life Insurance Strategies Group, LLC and Michael...

Tier One: What is Boli?

In my recent article, The Promise & The Path: An Introduction to Non-Qualified Deferred Compensation, I discussed how companies...

Tier One Interview: Tyler Furger

In our latest Tier One interview, our CEO, Jay Judas, spoke with Tyler Furger, Managing Partner of NextGen Risk Advisors. The pair speak...

Tier One: Is Private Placement Life Insurance (PPLI) a Fit?

At Life Insurance Strategies Group, we are increasingly consulting with family office representatives, trust and estate attorneys and...

Tier One Interview: Michelle Dauphinais

In this month's Tier One Interview, our CEO, Jay Judas, interviews Michelle Dauphinais, Vice President, Sales & Distribution Producer...

Tier One Interview: Kari Gillenwater

In our latest Tier One Interview, our CEO, Jay Judas, spoke with Kari Gillenwater of Gillenwater Consulting Group, a leading facilitator...

Tier One: Life Insurance Needs Created by President Biden

There is no doubt about it - COVID-19 has exploded the federal budget. In 2020, in addition to ‘regular’ spending, the Committee for a...

Tier One Interview: Andrea Dykes

In our latest Tier One Interview, our CEO, Jay Judas, spoke with Andrea Dykes CFP®, Managing Partner of Howard Insurance, a private...

Tier One: What on Earth is a LIRP?

There was a 15-year period when I was working internationally, and I lost track of some of the things going on in the domestic life...

Tier One Interview: Michael Seltzer

In our latest Tier One Interview, our CEO, Jay Judas, spoke to Michael Seltzer, CLU ChFC, Principal of Vérité Group, LLC, an...

Tier One: Time to Consider Premium Financing?

Clients should buy life insurance because they need it and not because they can finance it. Make no mistake, premium financing is a...

Tier One Interview: Aviva Sapers

In our latest Tier One Interview, our CEO, Jay Judas, spoke to Aviva Saper, President and CEO of Sapers & Wallack, Inc, a nationally...