Life Insurance Strategies Group

With the Federal Reserve set to lower interest rates, one question is what will happen to crediting rates and dividends within life insurance policies.⁠ ⁠ In this month's video, we examine the link between the two and explain why they might not be perfectly correlated. Watch it at the link below.⁠ https://lnkd.in/eQU498uZ #lifeinsurance #interestrates #federalreserve

Many young professional on the rise are focused on building their career, growing their wealth, and planning for the future.  While accumulating assets and securing their financial foundation are top priorities, there's one essential tool that should not be overlooked: permanent life insurance. For HNW individuals, purchasing permanent life insurance early in life can provide a range of benefits, from financial protection for loved ones to powerful wealth accumulation and even coverage for long-term care and critical illness.  At the link below, we take a deep dive into why permanent life insurance should be a cornerstone of a financial plan for this group of the young and affluent. https://lnkd.in/eRHyhQeU

This month, our CEO, Jay Judas, talks to Eric Eklund, Esq., CEPA, Chief Operating Officer & Founding Partner, The Ridgeback Group.  In what can only be described as a discussion between two life insurance geeks, the pair: 👉discuss Eric's path to his current role, 👉dive deep on the ins and outs of life insurance illustrations, and 👉chat about potential legislative challenges to grantor trusts. You can read it all at the link below. https://lnkd.in/eEf9QBAS

This week in life insurance, we are back in Boston! And we are talking about the interesting paradox we find ourselves in when it comes to estate planning and life insurance. See what we mean at the video below. #lifeinsurance #estateplanning

A little behind the scenes look of our CEO, Jay Judas, during yesterday's webinar on, "Maximizing the benefits of variable products." If you missed the webinar, you can watch it in its entirety at the link below. And thank you to Modern Life for inviting Jay onto their webinar and hosting such a great, informative conversation. #lifeinsurance #VUL #PPLI https://lnkd.in/e7zY9xMc

This week in life insurance, it's Life Insurance Awareness Month! In this week's video, we explain why this is a great opportunity to focus on education and maybe try something new to help address the life insurance gap. Learn more at the video below. #lifeinsurance #lifeinsuranceawarenessmonth

Curious about variable life insurance products? We have the thing just for you. Our CEO, Jay Judas, will be joining Ryan Mattern and Bill Ventura of Modern Life on an upcoming webinar to talk about the evolving landscape of variable life insurance products. They’ll discuss product choice and strategies for wealth accumulation to provide you with the expertise needed to navigate this complex market. The webinar will take place Tuesday September 10th from 2:00 - 3:00pm Eastern. You can register for the webinar by clicking the link below. https://lnkd.in/efpe8aBJ #lifeinsurance #VUL #PPLI

What's supposed to be a time of lull has proven to be a busy season. We explain This Week in Life Insurance. #lifeinsurance

Our CEO, Jay Judas, is looking forward to this conversation with the good folks at Modern Life. Make sure to head to the post below for more information and to register today! #VUL

Looking for some reading this Labor Day Weekend? Try our August Tier One update! In this month's issue: 🎙 Jay Judas interviews Susan Kasser from Neuberger Berman all about private debt; ✍ Our blog is a recent article Jay wrote for InsuranceNewsNet on the use of PPLI for wealth transfer; and 📹 Our video covers recent changes that makes the foreign national market a little more active. Check it all out by clicking the link below. #lifeinsurance #privatedebt #foreignnational https://lnkd.in/eAezi7PJ