JR KATZ is committed to helping clients and advisors stay stay current on changes to the insurance landscape.  Please see below several of our FAQs ....


FAQ - Adapt to Changing Circumstances in the Interest Rate Environment

Why in the current interest environment is it crucial for clients to have their life insurance policies reviewed

The current interest rate environment

How to Uncover Opportunities

The Benefit of Insured Equity Investment Strategies

Whole Life Dividends and Cash Value Opportunities

Universal Life Crediting Rates and Policy Management

Policies can Have Value even as Objectives and Needs Change


FAQ - How to Think Opportunistically in this Environment (part 2)

Sequence of Return Risk


Income Tax Mitigation


FAQ - How to Think Opportunistically in this Environment (part 1)

Interest Rates

Private Placement Life Insurance / Variable Universal Life

Buffered Annuities


FAQ -Clarifying the Impact of COVID-19 on Policies, Underwriting, Equity Markets and Interest Rates 

Contractual Clauses and Underwriting

Equity Markets

Interest Rates

Mortality Impact of the Corona Virus

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.