HeyJaredOur View of Things
What we're seeing in life insurance and wealth strategy...without the brochure language.
- Indexed issues, last 90 days
- 9
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 23, 2026
Latest issues
The Bill Is Bigger Than Its Name (opens the original)
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The Wall Street Journal ran a story Monday about a Nashville family, three trusts set up in 2018, and a $736 million tax bill. According to the article, Trisha Elcan funded the three GRATs with assets valued at about $1.5 billion in total. She later bought assets back out of the trusts in exchange for her own promissory notes, and the trusts paid what they owed her partly with those same notes. The IRS says that broke the rules. It wants to treat everything she put in as a taxable gift, incl
A Federal Regulator Would Have Read the Same Numbers (opens the original)
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Three arguments about insurance regulation ran inside a single week, and all of them were set off by the same insurer. Bloomberg’s editorial board called for federal supervision of life insurers on September 8. Senator Warren wrote to the National Association of Insurance Commissioners on September 11, asking whether state oversight
Thirty Years on the Edge of the Room (opens the original)
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The high-net-worth market for private placement life insurance took shape in the early 1990s. For most of the thirty years that followed it was a specialist’s product. A handful of carriers, a small bench of practitioners who knew the rules, and a client base that found it by word of mouth. You did not encounter PPLI by accident. Somebody brought it to you.That ended over the weekend.Thanks for reading Our View of Things! Subscribe for free to receive new posts and support my work.</
Up To (opens the original)
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The filing says up to.On August 17, Delaware Life Insurance Company signed a definitive purchase and sale agreement with TWG Global. Under it, the parties would exchange up to six and a half billion dollars of investments that are, in the filing’s words, predominantly contingent on the performance of affiliates, for up to the same amount of investments that are not. Closing requires regulatory approval. The terms appear in the subsequent events note to the second quarter statutory statement.<p c
Somebody Already Looked (opens the original)
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Last week the Wall Street Journal reported that loans made by Delaware Life and Clear Spring did not travel directly to businesses Mark Walter controls. The money moved through entities purportedly controlled by four firms that presented as independent and reached Walter-linked businesses from there. An internal review turned up affiliate deals never disclosed to regulators in Delaware, where both insurers are domiciled. The Journal and the Financial Times both put the figure above twenty billio
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