As an M Financial Member Firm, we offer innovative insurance strategies backed by access to products, carrier access, and deep knowledge.
Tenzing Talks: Understanding Carrier Ratings
Life Insurance carrier ratings are a critical tool for evaluating life insurance companies. Learn how they reflect financial strength and impact long-term life insurance reliability.
Tenzing Talks: What Sets Our Annual Reviews Apart
Life doesn’t stand still, and neither should a life insurance strategy. Each year, we take time to review every client’s in-force life insurance coverage to help ensure it still aligns with needs, goals, and planning strategies. This month’s Tenzing Talks video walks through how the review process reflects our commitment to proactive, personalized service.
Tenzing Talks: What Is a 1035 Exchange & When Does It Make Sense?
A 1035 exchange allows you to replace an existing life insurance policy while maintaining its tax-deferral benefits. Questions to consider include: When might a 1035 exchange be beneficial? What costs and risks should you consider? How do you determine if it’s the right move? Check out our latest Tenzing Talks video to learn more!
Tenzing Talks: 1035 Exchanges Explained – Key Considerations for Advisors
In many cases, a 1035 exchange can help policyholders see better policy outcomes—but careful analysis is required. Factors such as surrender charges, underwriting, and tax considerations all play a role in determining suitability.
Check out our latest video where we break down the key conditions to evaluate before recommending a 1035 exchange.
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 Sage Miller
At Tenzing Insurance Strategies, we’re always looking ahead—refining the way we serve clients and their advisors. That’s where Sage Miller comes in. As Director of Strategy, she’s the mastermind behind our long-term growth, keeping our marketing fresh, integrating new technology, and ensuring everything we communicate stays clear and compliant.
Basecamp Briefs: Meet the Team – Introducing Michael Lee
At Tenzing Insurance Strategies, every recommendation is carefully designed to align with the needs of our clients and their advisors. As Director of Case Design, Michael Lee works closely with the team to develop tailored life insurance strategies that reflect each client’s unique priorities.
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.