top of page

Our
Thinking
Search


Tier One Interview: Chris Burch
This month, our CEO, Jay Judas, talks to Chris Burch, CLU®, FLMI, Senior Vice President, National Atlantic Brokerage.


Tier One: Fairness vs. Equality - Finding the Right Balance
Fairness and equality stand at the heart of decisions about whom to give to and what to distribute in estate plans.


Tier One Interview: Jamie L. Mendelsohn
This month, our CEO, Jay Judas, talks to Jamie L. Mendelsohn, EVP, Ashar Group all about the ins and outs of life settlements.


Tier One: What You Should Know About Buy-Sell Agreements After the Connelly v. United States Decision - Strategic Use of Life Insurance
The U.S. Supreme Court decision in Connelly v. United States significantly impacted how closely held companies approach buy-sell agreements.

Tier One Interview: Samita "Sam" Malik
This month, our CEO, Jay Judas, talks to Samita "Sam" Malik, Chief Insurance Officer, Arta Finance . The pair discuss Sam's path from...


Tier One: Cash Value Clarity - Decoding Whole Life Insurance for Affluent Clients
For affluent clients and institutions considering life insurance options, whole life insurance may or may not be a perfect fit.


Tier One: In the Blink of an Eye - Life Insurance Underwriting has Become a lot Faster
The days when purchasing a life insurance policy required an invasive medical exam are mostly in the rear view mirror.


Tier One Interview: Eleanor Johnson
This month, our CEO, Jay Judas, talks to Founding Principal, Highland Capital Brokerage.


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.
bottom of page