Our
Thinking

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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