A 1035 exchange is a powerful planning tool when considering updating your life insurance policy. Our easy-to-follow Tenzing Maps infographic highlights key factors that may help determine if it’s a good fit for your financial situation.
Tenzing Maps: Key Factors for a Successful 1035 Exchange
A 1035 exchange can offer benefits such as improved policy performance and cost efficiency, but not every policyholder is a candidate. What factors should advisors evaluate?
Our latest Tenzing Maps quick-reference infographic summarizes the key considerations that determine whether a 1035 exchange is appropriate.
Core Values in Action: Independence & Objectivity
In our first Core Values in Action series video, we share a real-world example of how our independent approach helped a client navigate complex insurance options with confidence. By requesting bids from multiple carriers and providing transparent analysis, we helped the client and their advisory team to make a fully informed decision.
Basecamp Briefs: Meet the Team – Introducing Jon Liebeskind
Meet Jon Liebeskind. Providing high-net-worth clients and their advisors with thoughtful, well-structured life insurance strategies requires attention to detail and collaboration. Jon plays a crucial role in analyzing client needs and working alongside the Tenzing team to develop thoughtful approaches that align with long-term goals.
Basecamp Briefs: Meet the Team – Introducing Tracy Fitzsimmons
A strong foundation of operational excellence ensures clients and advisors receive the highest level of service. As Director of Operations, Tracy Fitzsimmons plays a key role in overseeing smooth business processes, including the development of comprehensive annual policy reviews to help keep client strategies aligned with their evolving needs.
Basecamp Briefs: Meet the Team – Introducing Pearl Baron
At Tenzing Insurance Strategies, attention to detail and seamless coordination are key to delivering exceptional service. Pearl Baron, Executive Assistant to Ken Knox, plays a vital role in ensuring the precision and professionalism our clients and their advisors rely on.
Tenzing Perspectives: Improve Your Life Insurance
Your life insurance policy may have served you well at the time it was purchased, but policies—and your needs—change over time. At Tenzing Insurance Strategies, we specialize in reviewing existing life insurance policies to determine if improvements are available. Whether your goal is to reduce costs, enhance policy features, or address specific concerns, a policy replacement may be the right path.
This whitepaper explores why replacements are possible, highlights potential improvements, and shares real-life examples of how other clients have improved their policies.
Tenzing Perspectives: Underwriting Life Insurance for Individuals with Prior Health Issues
For years, many high-net-worth clients with complex health histories faced challenges in obtaining life insurance—compromising key estate and wealth transfer strategies. But the landscape has changed.
Tenzing Perspectives: Obtaining Life Insurance with a Health History
A decade ago, obtaining life insurance with a medical condition was often difficult—sometimes impossible. But things have changed. Advances in medical science and underwriting mean that more people qualify today than ever before.
Tenzing Maps: Navigating the Modern Underwriting Landscape
As underwriting continues to evolve, tax, legal, and wealth professionals need a quick and effective way to understand how different health conditions impact life insurance eligibility.