Life Insurance Strategies Group’s Post

We launched our YouTube channel this week, and our new content series, Compounding Chronicles, where we will deep dive into the compounding power of the tax-advantages offered by permanent life insurance. In this first episode of Compounding Chronicles, we chat with David Kleinhandler and Michael Doniger about: - The Connelly Supreme Court Ruling and our recommendation of business succession planning - Our Current Tax Holiday, and why permanent life insurance is our favorite tax mitigation strategy from insulating against higher taxes in the future - The sunsetting of Trump Estate Taxes, when it makes send to take out trust-owned life insurance (TOLI) vs permanent life insurance (outside of a trust) Smash that subscribe button on our YouTube and stay tuned for more conversations! Link to the video in comments. Any topics you want us to explore? Comment below!

LIMRA and Hoopis Performance Network will be hosting a webinar on September 11 from 12-1p.m. around the topic of the evolving multiline landscape and how to best equip your agents for this change. As more companies pivot to life insurance, ensure you and your agents are prepared with sales effectiveness training to increase business wins. The link to register is here: https://lnkd.in/eaic5ES2 Shoot me a note with any questions about the webinar or if you’d like to learn more about Trustworthy Selling’s Multiline Edition to help your agents thrive in the changing multiline landscape.

Great interview with my close friend and colleague David Kleinhandler. David exudes positive energy about everything - family, life, friends, food, sports and Optifino! First met David at a PE dinner in NYC and, within minutes, we became lifelong friends (I had no choice, he's a big, loveable outspoken guy from the Bronx who told me we were going to be lifelong friends in that first meeting!). Privileged to be onboard at Optifino with David Kleinhandler and Michael Doniger, great guys disrupting the historical norms within the HNW life insurance industry. "Producers sell the product with the carrier they know best since, until now, there were no tools to compare policies across all top carriers against a client’s financial goals. Moreover, life insurance policies are not set-and-forget as many believe or behave as if they are, and should be annually reviewed, yet no producer is providing that service." "Most importantly, I knew that I had an edge from everything I learned navigating the trials and tribulations that come with being a poor kid in the Bronx. As I like to say, I earned a PhD - poor, hungry, and determined - from UCLA - the university corner of Lexington Avenue - which helped me build relationships easily and relate to just about anyone, no matter where they came from." - David Kleinhandler

🎯 As a marketer, diving into the insurtech space has been my most challenging and rewarding journey yet. Why? Because permanent life insurance isn't just misunderstood – it's transformative when properly understood and utilized. 💡 The misconceptions run deep, shaped by decades of mixed messaging and varying sales practices. But here's the truth: permanent life insurance isn't just for estate planning – it's a cornerstone of holistic financial strategy. 🚀 This is exactly why I joined Optifino. We're on a mission to demystify this powerful financial tool and showcase how it can help achieve multiple financial goals simultaneously. 📺 Excited to announce: We're taking our mission to YouTube! After emerging from stealth in January, we've been building something special – a channel dedicated to clear, honest conversations about financial strategy. 🎬 Ready to deepen your financial knowledge? Subscribe to our channel where we break down complex concepts into actionable insights. What financial topics would you like us to cover? Drop your questions below! #Insurtech #FinancialPlanning #LifeInsurance #FinancialEducation

Melissa Mullan, Lead Advisor at Harford Financial Group, explores what ILITs are, their benefits, and how they can help protect your assets and ensure your wishes are honored. If you have significant life insurance policies or a large estate, an ILIT could be a game-changer for your estate planning strategy. Call today to schedule a time to talk to our advisors, and use the link below to read Melissa's full blog. https://lnkd.in/eGw43dNR

“NEW BLOG POST”: 🎸 Dive into Part 2 of our Celebrity Estate Plans Series! In this week’s blog, Vanilla Ice shares his estate planning experience and the things he learned, including how to incorporate trusts and life insurance into your plan. And boy oh boy does he have thoughts about lawyers! 🧑⚖️ He holds nothing back - “Let’s kick it!” ✨ Click here to read the article ✨ https://lnkd.in/eKeZPydY

🎤 Dive into Part 2 of our Celebrity Estate Plans Series! In this week’s blog, Vanilla Ice shares his estate planning experience and the things he learned, including how to incorporate trusts and life insurance into your plan. And boy oh boy does he have thoughts about lawyers! “Let’s kick it!” Click the link below to continue reading more… ✨ https://lnkd.in/eDEG8s5S

🎸 Dive into Part 2 of our Celebrity Estate Plans Series! In this week’s blog, Vanilla Ice shares his estate planning experience and the things he learned, including how to incorporate trusts and life insurance into your plan. 🧑⚖️ He holds nothing back - “Let’s kick it!” Check out the article here ▶️ https://lnkd.in/eFrSpF7d #meyerlaw #meyerlawct #CTestateplanningattorney #planningestatestreasuringlives #CTestateplanning #willsandtrusts #powerofattoney #healthcaredirectives #kidsprotectionplan #personalfamilylawyerCT

🎸 Dive into Part 2 of our Celebrity Estate Plans Series! In this week’s blog, Vanilla Ice shares his estate planning experience and the things he learned, including how to incorporate trusts and life insurance into your plan. And boy oh boy does he have thoughts about lawyers! 🧑⚖️ He holds nothing back - “Let’s kick it!” ✨ Click the link in the comments to read the article ✨

🎸 Dive into Part 2 of our Celebrity Estate Plans Series! In this week’s blog, Vanilla Ice shares his estate planning experience and the things he learned, including how to incorporate trusts and life insurance into your plan. And boy oh boy does he have thoughts about lawyers! 🧑⚖️ He holds nothing back - “Let’s kick it!” ✨ Click here to read the article ✨ https://lnkd.in/g3EFC4di