Spotlight On...

Private Placement

Life Insurance

Learn how Private Placement Life Insurance offers investors tax-deferred growth, tax-free access to capital and the ability to pass investment income tax-free at death.

The Institutional

Variable Annuity:

Creating Tax-Efficiency for Tax Exempt Investors

Read on to understand how tax-exempt institutions, such as, hospitals, universities and foundations can eliminate federal taxation from investments unrelated to their business focus (UBTI).

Spotlight On...

Private Placement

Variable Annuities

Interested in how potential long term investments held within life insurance or an annuity structure can produce incredible tax savings and bolster wealth transfer? Read on to learn about the unique aspects of Private Placement Variable Annuities.

LSIG | Tier One Interview

Read Jerry's interview with Jay Judas of Life Insurance Strategies Group (LSIG).

Diversity... An Opportunity for Change

Read the AALU article, co-authored by Jerry Hester, Campbell Gerrish & Jeri Turley, that tackles diversity in the Financial Services Industry.