Life Insurance Strategies Group @LifeInsuranceS7
We solely focus on the individual high net worth life insurance market. We do not sell products. We offer unbiased, pragmatic advice. lifeinsurancestrategiesgroup.com Boston, MA Joined June 2019-
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Phoenix Home Life is in rehab. Policyholders are stuck. The causes? 👉 Low interest rates 👉 Life settlements 👉 Private equity + shaky reinsurance This week from Mexico City, we’re breaking it down—and reminding you why carrier health matters.
The success of a PPLI policy depends on more than the product. In our latest Tier One video, Jay explains why attorneys, brokers, fund admins & managers all matter, and how to vet the right ones. Watch now: youtu.be/xCZYp9XMzDc
Still holding onto a policy that no longer fits? You might be able to cut costs, add features, or increase longevity, without starting from scratch. Our new Tier One blog explains how 1035 exchanges and term conversions can modernize your coverage. lifeinsurancestrategiesgroup.com/post/tier-one-…
Life insurance is more than a tax plug. Michael DeFillipo joins our Tier One Interview to talk accumulation design, misunderstood policies & why planning should focus on legacy, not liability. lifeinsurancestrategiesgroup.com/post/tier-one-…
This week in life insurance: Carriers are cutting back. Products are getting more complex. And producers are left holding the service bag—with no long-term comp to support it. Is it time we rethink how life insurance producers get paid?
This Week in Life Insurance from Mexico City! The Big Beautiful Bill is law. $15M estate tax exemption per person. Trusts + tools intact. But many clients? Taking a breather. After years of “sunset panic,” they know they’ve got time. 4 years, in fact. Stay sharp. Plan smart.
This week in life insurance, have a happy and safe 4th of July weekend!
Estate tax sunset? Looks like it’s not happening. ☀️ The new ~$15M exemption could be here to stay—and it’s already upending the HNW life insurance space. ➡️ Producers pivoting ➡️ New “PPLI experts” popping up ➡️ Whole new playbook needed
Nikki Pethtel went from small-town Illinois to the President of a top PPLI carrier. Her journey, insights on SMAs, and why education is the edge → lifeinsurancestrategiesgroup.com/post/tier-one-…
This Week in Life Insurance is coming to you from Guernsey 🇬🇬 We’re talking about the real offshore life insurance market—regulated, transparent, and increasingly valuable for U.S. and global clients. Forget the spy thriller version. This is modern estate planning.
This Week in Life Insurance: ✅ Premiums & policies are up, says LIMRA ⚠️ But $1.3T ceded to reinsurers—$450B offshore—raises big questions Are we chasing growth... or profitability? 🎥 Watch the breakdown
This Week in Life Insurance, our calls with folks in the HNW life insurance are sounding the alarm: Accelerated death benefits are being sold…but not delivered. One client? $1.5M policy. Carrier offer: $90K. This industry has a trust problem. Time to fix it
At the Spearhead PPLI Forum in Manhattan Beach and wow—collaboration like you rarely see in life insurance. Carriers, brokers, managers, BDs—all working together. And that’s exactly what PPLI needs to succeed. We explain why This Week in Life Insurance.
Why does saying “I sell life insurance” feel like saying Voldemort’s name? It’s time to stop being ashamed of a tool that changes lives. Especially when hiding it makes you look less sophisticated—not more. Full rant in our This Week in Life Insurance video.
Private equity-backed roll-ups are approaching the 5–7 year mark... and exits aren’t exactly booming. Rumors of cost-cutting are starting. Is this prep for a sale? Or cracks in the model? Watch our latest This Week in Life Insurance video and drop your take in the comments.
2025 tax update? It’s a mess. Republican gridlock, surprise proposals, and a shrinking timeline mean one thing: uncertainty for your planning. Watch this week’s breakdown on what it means This Week in Life Insurance.
Rising rates ≠ rising returns in Universal Life. Why most UL policyholders are stuck at low crediting rate floors — and why that floor keeps getting lower. New video from Guernsey 👇 youtu.be/7fd7FW9eKog #LifeInsurance #UniversalLife #Finance #EstatePlanning
Life insurance without the lab coat. HNW clients can now get up to $10M in coverage without a medical exam—thanks to accelerated underwriting. Faster, smarter, simpler. Our new blog breaks it all down: lifeinsurancestrategiesgroup.com/post/tier-one-…
From case designer to #1 Financial Security Pro in America—Jeri Turley’s story is everything we need in life insurance right now: bold, inspiring, and real. She leads at Winged Keel and champions women in sales. Read the full interview ➡️ lifeinsurancestrategiesgroup.com/post/tier-one-…
Political chaos. Economic whiplash. Client paralysis. But here’s the real risk: waiting too long to plan. Life insurance is one of the few things that brings stability when the rest of the world feels upside down.
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Jim Carroll @vixologist
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