Our
Thinking

Tier One: The Basics - What Are the Types of Life Insurance

A majority of our consulting engagements are with affluent individuals and families who need to make decisions about complicated...

Tier One Interview: Pete Dziedzic

In our latest Tier One Interview, we change things up a little bit. Our CEO, Jay Judas, spoke to our COO & General Counsel, Pete...

Tier One: Whew! One Year Down....

July marks the first anniversary of the official launch of Life Insurance Strategies Group. When I tell the story of how LISG came to...

Tier One: What is a BDIT?

In the past two years, I have noticed an increase in the amount of our clients whose estate planning attorneys are forming a beneficiary...

Tier One Interview: Victoria Mayer & Fernando Pou

In our latest Tier One interview, our CEO, Jay Judas, spoke to Victoria Mayer and Fernando Pou of Passerelle Partners. The trio discuss...

Tier One Interview: Kathy Bolton

In our latest Tier One interview, our CEO, Jay Judas, spoke to Kathy Bolton, Vice President, Plan Design and Administration at American...

Tier One: Life Insurance & Executive Benefits: The Executive Bonus IRC §162 Plan

Attracting, compensating, and retaining key talent is an on-going challenge for companies today. Section 162 of the Internal Revenue...

Tier One: The Promise & the Path: An Introduction to Non-Qualified Deferred Compensation

“Deferred compensation has nothing to do with life insurance,” is how I begin when asked to explain the concept. This disarming...

Tier One Interview: Justin Man

This month, our CEO, Jay C. Judas, sits down with Hong Kong-based, American producer Justin Man.

Tier One: Life Insurance With Foreign Grantor Trusts and Foreign Non-Grantor Trusts

Private placement life insurance provides the ability for both a foreign grantor trust and a foreign non-grantor trust to make...

Tier One Interview: Celeste Moya

In our latest Tier One interview, our CEO, Jay Judas, spoke to Celeste Moya, Partner at C3 Financial Partners.

Tier One: Valuing a Closely Held Business for Estate Planning

For those who own a closely held or family business, an often overlooked part of their estate planning is assigning a value to that business

Tier One Interview: James Joyce

In our latest Tier One interview, our CEO, Jay Judas, spoke to James Joyce, Executive Vice President of Life Insurance for Lion Street. ...

Tier One Interview: Jerry Hester, CLU

In our latest Tier One interview, our CEO, Jay Judas, spoke to Jerry Hester, CLU, CEO and Founder of Hester Insurance Group, which is...

Tier One: Loan-Based Private Split Dollar

Private split dollar is an innovative estate planning technique which can remove the growth of money in an estate and leave that growth...

Tier One Interview: Christiana Lazo

In this edition of our Tier One interview series, our CEO, Jay Judas, spoke to Christiana Lazo, a Partner in the Trusts & Estates...

Tier One: Stranger In a Strange Land (Avoid PFICs)

A common mistake for U.S. expatriates is to purchase a local life insurance policy where they are living without realizing the policy may...

Tier One: Understanding Indexed Universal Life (IUL)

Over time, there has been a shift in permanent life insurance polices from the insurer shouldering most of the investment risk to the...

Tier One Interview: Farah F. Rehman, CLU

Our CEO, Jay Judas, spoke to Farah F. Rehman, CLU, Senior Vice President for Zurich Affluent Markets Group.