Our
Thinking

Tier One Interview: Matthew E. Schiff

This month, our CEO, Jay Judas, talks to Matthew E. Schiff, CLU, ChFC, WMCP, Founder, Schiff Executive Benefits.

Tier One Interview: Eric Eklund

This month, our CEO, Jay Judas, talks to Eric Eklund, Esq., Chief Operating Officer & Founding Partner, The Ridgeback Group.

Jay on Planning Reimagined Podcast

Our CEO, Jay Judas, appeared on the Planning Reimagined podcast to talk about how life insurance can help in generational wealth transfer.

Tier One: Split-Dollar Arrangements Rule

Split-dollar life insurance offers a wide range of versatile applications that can benefit both employers and individuals.

Tier One Interview: Seth Wasserman

This month, our CEO, Jay Judas, talks to CEO & President, Three Points Insurance Design, LLC.

Tier One Interview: David Kleinhandler

This month, our CEO, Jay Judas, talks to David Kleinhandler, Founder and CEO of Optifino.

Tier One: What is a Trust Protector?

Committing to trust terms that endure for generations can be daunting. A Trust Protector may be the answer.