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Dec 27, 2018

In this "flash back" episode, recorded before the recent election, Randy and guests discussed the now dead DOL and the SEC and state efforts to step into the mix.   Predicting that the SEC will issue guidelines next year, California is likely following NY into Best Interests regulations for life insurance.  

This...


Oct 24, 2018

As the year comes to a close, listen to Randy and guest, Steve Kroeger of Crump as they talk about split dollar strategies leveraging lower corporate tax rates.


Sep 17, 2018

Randy and guest, Richard L. Harris, CLU AEP©, get into an in depth discussion of the current legal considerations surrounding loan regime split dollar, especially in the multi-generational context. It’s a complicated time for these arrangements, which are still an exciting planning tool for people of high net...


Sep 5, 2018

Randy and guest, Marc Cadin new CEO of AALU talk about the future direction of this important organization. Marc’s inspiring view of the important mission of our industry is a “can’t miss” moment.  Get the full rundown on Marc’s predictions for what could be coming for new tax changes and legislative changes...


Aug 15, 2018

Blended families can have different needs when it comes to financial planning and life insurance. In the second of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard.  Emily’s wealth of experience in working with blended...