Life Insurance Strategies Group

In case you missed it, there was an election this week. 😉 On a serious note, we all knew going in that the outcome of the election would have a big impact on tax policy, which would in turn have a big impact on the life insurance industry. With the dust (largely) settled, this week in life insurance we take a non-partisan look at what we think the results portend. Our thoughts in the video below. #taxpolicy #lifeinsurance

This week in life insurance, it's all election, election, election. Given the historically close nature of this election (it's anyone's guess who will be President and who will control the House and Senate) plus the looming Tax Olympics in 2025, this preoccupation makes total sense. Learn more in the video below.

This Week in Life Insurance, we are changing it up a bit. It seems that everyone is at a life insurance industry conference this week (include the normal cameraman for these videos, Jay Judas). So rather than sharing what we are hearing, Peter is asking for key takeaways folks are getting from all these meetings. Sound off in the comments below! #lifeinsurance

Yesterday we shared the new 2025 Gift and Estate Tax Limits from the IRS. We though that made today the perfect day to re-share this piece we wrote all about what you need to know about the gift tax! Click below to learn all! https://lnkd.in/eiJ4ih4e #gifttax #taxplanning #estateplanning

🚨 Breaking IRS News 🚨 Hot off the presses - the IRS has released the 2025 Estate and Gift Tax Exemption and Gift Tax Annual Exclusion Amounts. #taxplanning #estateplanning #estatetax #gifttax

This week in life insurance, we are talking about a recent phenomenon and how it might impact the life insurance industry. That's right - we are talking about GLP-1 drugs. We haven't seen a lot of discussion of the way this new class of drugs may impact the industry, but we have some questions. See what we mean in this week's video. #lifeinsurance #GLP1

In this month's Tier One video, we look at the offshore jurisdictions where some people choose to conduct their life insurance, banking and trust transactions. Not only do we explain what makes them appealing when it comes to buying life insurance, but also how they differ from international financial centers, like New York or Singapore. Keeping with the global tour feel of this video series, we come to you from Guernsey in the Channel Islands!  Click the link below to learn more. https://lnkd.in/ekF85eSc #lifeinsurance #offshorelifeinsurance

If you or a client own low-basis real estate or stock and want to lock in gains without paying capital gains taxes, a Charitable Remainder Trust may be worth exploring.  Not only can it help you avoid capital gains taxes, but it also provides a significant income tax deduction that can offset other income.  At the link below, we use a case study to see a Charitable Remainder Trust in action (and examine how the use of an ILIT can further enhance this strategy). https://lnkd.in/ePAn8Teq #TierOne #realestate #charitableremaindertrusts

Our Tier One update for October was just released! First up, our CEO, Jay Judas, talks to Matt Schiff, Founder, Schiff Executive Benefits.  The pair discuss: 👉️ Matt's path to his current role,  👉️ The three areas of growth in the executive benefits space,  👉️ Succession planning in the life insurance industry, and  👉️ A global answer to our restaurant question. You can read it all at the link below. https://lnkd.in/eKSjTrBk #lifeinsurance #tierone #executivebenefits

This week in life insurance, we are talking about one strategy that can be a tough sell for HNW and uHNW clients. See what it is and why it’s not always the right fit in the video below. #lifeinsurance