As our next guest in The Legacy Lounge, we welcome Jay Judas.

Jay is Co-Founder and CEO of Life Insurance Strategies Group, a consultancy that works with HNW individuals and institutions on complex life insurance matters.  He is an expert in the various life insurance strategies employed by affluent consumers, including private placement life insurance (PPLI).  

Jay and our Deborah Stavis cover a range of topics, including the ins and outs of PPLI, when a variable product such as VUL should be considered, the movement towards global transparency in finance, generational wealth transfer, and why your reputation is your most important asset.

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Note: PPLI is only applicable for Qualified Purchasers, having a $5 million value and Accredited investors with income of at least $250,000 in liquid assets of at least 1 million

Firm Supplemental Disclosures 

General Disclosures:          

Past performance is not a guarantee of future results/returns, and all investments involve risk including the loss of principal.  

SEC registration does not imply a certain level of skill or training and also does not constitute an endorsement of the Firm by the SEC.    

Not an Offer, Recommendation or Professional Advice:        

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations.  This review is not to be construed as an offer to buy or sell any financial instruments, including investment advisory services, and does not constitute a recommendation of the suitability of any security or investment strategy for any particular investor.  To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact the Firm or consult with the professional advisor of their choosing. 

Use of Information & Forward-Looking Statements:     

Except where otherwise indicated, the information contained in this email, presentations, and/or related attachments is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date.  Recipients should not rely on this material in making any future investment decision.  While opinions and all material presented herein are compiled from sources believed to be reliable and current, no guarantee should be assumed as to the accuracy of any opinion or material.  Where opinions are expressed, such opinions or views are based on current market conditions as of the date of this report and are subject to change without notice. Such opinions and views may differ from those of Firm’s other investment professionals. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by the Firm. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by the Firm or any other person associated with the Firm. While such sources are believed to be reliable, the Firm does not assume any responsibility for the accuracy or completeness of such information.  Also the Firm does not undertake any obligation to update the information contained herein as of any future date.  Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology.  Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.