Our View of Things
LISG, Jay C. Judas, Peter DziedzicWhat we're seeing in life insurance and wealth strategy...without the brochure language.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 19 | Subscribers | Read | lisgroup.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Rating Isn't Looking at the Loans
Nearly half of private credit borrowers are now at or below 1.5 times interest coverage. In late 2020, that number was seven percent.
In 2008, you could find the bad mortgages.
In 2008, you could find the bad mortgages.
The Advisor Who Recommends Nothing
There is a version of the 1035 exchange that works exactly as intended.
The Canary and the Balance Sheet
In the span of roughly three weeks, three of the largest private credit managers in the world confronted the same structural problem and responded in three different ways.
Authors
The writers behind this newsletter.
The world of high net worth life insurance can be opaque and confusing. We cut through the noise to help provide clarity.
Bringing Clarity to the Life Insurance Industry | HNW Life Insurance Strategy Consultant
Structural notes on wealth management, life insurance, marketing, and the business of advice. No product pitches. Just what’s changing beneath the surface.
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