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.
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.
Tenzing Maps: Can You Qualify for Life Insurance?
If you’ve ever wondered whether you qualify for life insurance based on your health history, our latest Tenzing Maps infographic makes it simple.
Basecamp Briefs: Meet the Team - Introducing Janine Bent
When applying for life insurance, having the right team on your side can make all the difference—especially if you have a health history that could impact underwriting. Meet Janine Bent, Director of Client Services. Janine works directly with clients and advisors to navigate the underwriting process, helping to ensure that every application is positioned for the best possible underwriting outcome.
Tenzing Talks: The Underwriting Shift
The underwriting landscape for life insurance is evolving. With improved mortality models and data-driven risk assessment, clients with complex health histories now have new pathways to obtaining coverage.
Tenzing Talks: Life Insurance & Health History - What’s Changed?
If you’ve ever been told that a past medical condition could make it difficult—or even impossible—to get life insurance, it may be time to take another look. Underwriting today is different than it was 10 years ago, and many people are surprised by their options.
Tenzing Maps: Our Approach
At Tenzing Insurance Strategies, a personalized approach is at the heart of every engagement. Our goal is to craft life insurance and estate planning strategies that align with the unique needs and objectives of each client.
Tenzing Insurance Strategies is Now on X
Big news! Tenzing Insurance Strategies is now on X (formerly Twitter)! We’re bringing you real-time updates, insights, and strategies—right in your feed.
Tenzing Insurance Strategies is Now on Facebook
We’re excited to announce that Tenzing Insurance Strategies is now on Facebook! Follow us to stay up to date with the latest insights, industry trends, and timely perspectives on estate planning with insurance strategies.
Introducing Tenzing Perspectives: Actionable Intelligence for the Journey
At Tenzing Insurance Strategies, we believe knowledge is power. That’s why we’re excited to introduce Tenzing Perspectives, our exclusive series of whitepapers designed to provide in-depth analysis, strategic insights, and actionable guidance for advisors and clients alike.
Introducing Tenzing Talks: Guidance for Navigating Complex Terrain
Navigating the world of life insurance can be complex, but we’re here to make it easier. Tenzing Talks is our new video series, offering quick, insightful discussions on key life insurance planning topics—all in just a few minutes.
Introducing Tenzing Maps: Charting Key Concepts at a Glance
Life insurance strategies can feel overwhelming, but with the right guidance, the path becomes clear. Tenzing Maps is our new series of infographics, designed to break down complex concepts into simple, visual explanations.
Stay Informed: Subscribe to the Tenzing Newsletter
Want to stay ahead in life insurance planning strategies? Our monthly newsletter delivers insights, timely updates, and exclusive content straight to your inbox.
Tenzing Perspectives: The Strategic Value of Term Conversion
Term life insurance conversion offers a significant opportunity to enhance value to clients while strengthening advisory relationships. By transitioning a term life insurance policy into a permanent one, clients gain access to lifelong coverage and additional planning benefits without the need for new medical underwriting.
Tenzing Maps: Our Focus
Our latest Tenzing Maps infographic highlights how we collaborate with professionals in legal, tax, and wealth management fields to enhance client outcomes, help preserve family legacies and provide liquidity for estate tax obligations.
Tenzing Maps: Term Conversion Client Suitability Analysis
When is term conversion a good option for clients? Our latest Tenzing Maps infographic explores client suitability, highlighting both ideal scenarios and potential limitations for term conversion as a strategic option for clients.
Basecamp Briefs: Meet the Team - Introducing Ken Knox
Behind every trusted firm is a leader with a clear vision. Ken Knox, President and Founder of Tenzing Insurance Strategies, has dedicated his career to collaborating with trusted advisors and providing sophisticated life insurance strategies for high-net-worth clients.
Tenzing Maps: Life Insurance - A Versatile Tool
Life insurance goes far beyond traditional estate planning or income replacement. From tax-deferred investing to business continuity, it’s one of the most versatile tools in financial planning.
Tenzing Talks: Understanding Term Life Insurance Conversion
In our latest Tenzing Talks video, we walk you through the term life insurance conversion process and what it could mean for your financial plans.
Tenzing Maps: Understanding Term Life Insurance Conversion
Our latest Tenzing Maps infographic provides a quick look at how term life insurance conversion works and the key features it offers.
Tenzing Talks: The Strategic Value of Term Conversion
In our latest Tenzing Talks video, we detail the process and advantages of term conversion for clients’ holistic planning goals.
Tenzing Perspectives: Understanding Term Life Insurance Conversion
Life is full of changes, and your life insurance coverage should adapt to meet your evolving needs. Term life insurance conversion offers an opportunity to extend the benefits of your term life insurance policy into permanent coverage, providing stability and flexibility for the future.
Jay Adkisson
Wed. November 17 | 10am PT Asset protection is commonly used to mitigate the effects of future creditors, lawsuits, and other liabilities. Jay Adkisson, attorney and Managing Partner of Adkisson Pitet LLP, explores current planning trends and how life insurance can be an effective asset protection tool when used within trusts and advanced estate planning […]
Andy Friedman
Wed. November 11 | 10am PT Proposed changes to tax legislation could have significant market and economic impacts. In this special legislative session, Washington insider Andy Friedman discusses what proposed tax changes could mean for retirement investors and small business owners, and offer insights for year-end planning.
Ella Chase
Wed. September 29 | 10am PT Ella Chase, co-founder of Wellth Works and a sixth-generation inheritor within a family enterprise, uniquely understands the advisor-client relationship for HNW women. Ella will discuss tactical tools to improve advisor relationships with clients and their family members so that advisors can “stick with the family,” and she’ll address and […]
Tracy Brower
Wed. August 18 | 10am PT Join sociologist and author Dr. Tracy Brower for an engaging discussion about the future of work, leadership, and engagement and how to best motivate ourselves and employees. Dr. Brower will cover new research, surprising insights, and pragmatic approaches to cultivate and sustain resilience and success through the continuous changes […]
Andy Friedman
Wed. June 23 | 10am PT Andy Friedman is known for his unique insight and analysis of the political landscape and prospective legislation. He will share his views on proposed tax changes and what this could mean for all facets of the financial industry.
Paul Sullivan
Wed. April 15 | 10am PT Paul Sullivan writes the Wealth Matters column for The New York Times covering issues from private banking and wealth management to philanthropy and inheritance. His articles have appeared in publications such as Fortune, Money, and The Financial Times.
Ian Bremmer
Wed. March 18 | 10am PT Join renowned political scientist Ian Bremmer for a trip around the world in 20 minutes. Ian unpacks the geopolitical landscape and its impact on the U.S. economy, climate issues, cybersecurity, and more. He shares why we should feel optimistic about the post-pandemic recovery, as well as the principal global […]
Jonathan Godsall
Wed. February 24 | 10am PT Jonathan Godsall provides data-driven insights into how the insurance industry is adapting to meet the expectations of the client of the future. Watch the replay to hear more about the trends reshaping the industry, the changing needs of consumers, and the importance of expanded and enhanced digital capabilities.
Andy Friedman
Wed. February 17 | 10am PT Andy Friedman provides a comprehensive review of the new Washington landscape and its potential effects on taxes and investing.
Paulo Pinho
Wed. January 27 | 10:00 am PT Dr. Paulo Pinho looks at why COVID-19 has caused challenges finding coverage for jumbo cases and older clients. Dr. Pinho discusses co-morbid conditions and how they exacerbate COVID-19, how reinsurers view COVID-19, the keys to success for the vaccines, and what has to happen before things return to […]
Kedra Newsom
Wed. October 28 | 10:00 am PT Kedra Newsom of Boston Consulting Group engaged the M Community in a robust discussion about women’s wealth and the complex needs of HNW and UHNW women. She shared specific strategies for advisors in this market and how the industry is changing to better reach this audience.
Paul Ryan
Wed. October 7 | 10:00 am PT M Financial was honored to welcome Paul Ryan, former Speaker of the U.S. House of Representatives, as our fall Future of Insurance keynote speaker. From his two decades in office to the founding of the nonprofit American Idea Foundation, Paul Ryan’s career has focused on public policy and […]
Carrier Discussion
Wed. September 23 | 10:00 am PT Henry Wong & Tod Nasser – John Hancock & Pacific Life Wondering how the current state of the economy and capital markets are impacting carrier portfolios and investments, and what that means for new business? Tod Nasser of Pacific Life and Henry Wong from John Hancock engaged in a panel discussion […]
Don Delf
Wed. September 9 | 10:00 am PT Don Delf, Private Wealth Advisory Leader for PwC US, brought his legacy and expertise in private wealth to answer the trillion-dollar question: What’s top of mind for business owners and family offices heading into elections and uncertainty? Don also explored how elasticity of exemptions is critical in the […]
Tony Arnerich
Wed. August 12 | 10:00 am PT Multi-Impact Asset Management in the Current Economy Tony Arnerich explored current trends related to ESG (environmental, social, governance) investing, intentional investing, and wealth transfer to the next generation. He demonstrated how the pandemic has created opportunities for environmentally and socially responsible investing and the implications to your clients’ […]
Scott Clemons
Wed. July 29 | 10:00 am PT Investing in the Wake of a Pandemic Scott Clemons, Chief Investment Strategist for Brown Brothers Harriman, examined the data around the pandemic’s effects on the economy. He also discussed the impact for insurance companies managing large amounts of money, what it means for your clients’ portfolios, and the […]
Zanny Beddoes
Wed. July 15 | 10:00 am PT Our Global Economy in the Post-Pandemic World KEYNOTE SPEAKER: Zanny Minton Beddoes – The Economist Named one of the Most Powerful Women in the World by Forbes, Zanny Minton Beddoes is a leading voice at the intersection of economics and policy. Known for delivering sophisticated insight on all facets of […]
Marc Cadin and Armstrong Robinson
Wed. June 24 | 12:30 PT COVID = Accelerant for Change AALU/GAMA’s Marc Cadin and Armstrong Robinson examined developing political trends and what financial professionals should expect through election day. They also explored the long-term impact of recent regulatory and legislative actions and identified the top opportunities and threats these regulations will generate for financial […]
Marc-Andre Giguere
Wed. June 17 | 11:00 am PT What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current What do your HNW clients and key advisors need to know about how the reinsurance sector is responding to current market conditions? Marc-Andre Giguere discussed possible ripple effects […]
Doug French
Wed. June 3 | 10:00 am PT Beyond COVID 19 – How the insurance industry will reimagine their business. Doug French, Ernst & Young’s Managing Principal of Insurance & Actuarial Services, examined the current economic disruption, its impact on the global insurance marketplace, and the effects on wealth transfer for the UHNW client, followed by […]
Colin Devine
Wed. June 3 | 10:00 am PT Outlook for the U.S. Life Insurance Industry After COVID-19 Colin Devine, Principal of C. Devine & Associates, examined the current status of the U.S. life insurance industry and how life insurers are doing amid COVID-19. Colin offers deep insights into what to expect in the coming months, the new […]
Dr. Quincy Krosby
Wed. May 6 | 10:00 am PT Of the Moment Market Outlook Dr. Quincy Krosby, Prudential’s Chief Market Strategist, discussed how the pandemic is impacting financial markets and the overall economy. Dr. Krosby explored the recent and rapid shift in consumer behavior and the emergence of new technologies for navigating the current landscape, and she […]
Jeff Bush
Wed. April 22 | 9:30 am PT An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning Jeff Bush and Andy Friedman have collaborated on a 2020 presentation that addresses all of the issues brought about by the recent coronavirus pandemic. In his April 22 presentation, Jeff explored the details […]