Life Insurance Strategies Group

What Life Insurance Strategies Group does

Life Insurance Strategies Group (LISG) is an independent consulting firm headquartered in Boston, Massachusetts that provides advisory services to the high-net-worth (HNW) and ultra-high-net-worth (UHNW) life insurance market. Founded in 2019, the firm operates across three integrated practices: independent consulting on complex life insurance matters (policy review, case design review, PPLI/PPVA evaluation, estate planning integration, split-dollar, and cross-border planning); strategic creative and marketing services functioning as an outsourced CMO for life insurance and wealth firms; and international advisory covering cross-border and offshore product strategy across Asia, the Middle East, and Latin America. The firm is co-founded by Jay Judas (CEO, former Chief Distribution Officer at Sun Life's Bermuda Branch) and Peter Dziedzic (President & General Counsel), and explicitly does not sell insurance products or earn commissions, positioning itself as a conflict-free advisor to advisors, family offices, affluent families, carriers, and founders.

The firm monetizes through fee-based professional services engagements rather than commissions or product sales, with pricing not publicly disclosed and likely quote-based per engagement. Its go-to-market is relationship-driven and supported by a thought leadership content engine, including the PPLI Guide (described as the most comprehensive independent PPLI resource), a co-authored Third Edition PPLI Market Report with Lion Street, a monthly Tier One Interview Series, and earned media coverage in ThinkAdvisor and InsuranceNewsNet. Notable engagements include the research, manufacture, and distribution strategy for the Alpha Tiger MVUL contract offered by Alpha International Life Assurance Company (Guernsey), targeting affluent clients served by private banks and external asset managers in Singapore, Hong Kong, Dubai, and Miami, supported by a partner ecosystem including True South, Jeometri Insurance Managers, Kane Solutions, and Eckler Ltd.

The firm has no proprietary technology products, no AI or ML capabilities, and no disclosed funding rounds. It is a privately held LLC founded by and operated by its management team, with 1-10 employees and a single headquarters office at 141 Dorchester Avenue, Suite 220, Boston, MA 02127. Revenue and financial performance are not publicly disclosed.

Name

Life Insurance Strategies Group

Legal name

Life Insurance Strategies Group, LLC

Website

https://lifeinsurancestrategiesgroup.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Life Insurance Strategies Group is a Boston-based independent consulting firm providing fee-based, commission-free life insurance advisory services to advisors, HNW/UHNW families, family offices, and carriers across the U.S., Asia, the Middle East, and Latin America.

Ownership category

akta.pro rank

Product category

Insurance Consulting Services

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Services-Management Consulting Services (8742), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Whole Life Insurance (FSAIABAA)

Keywords

• Life insurance consulting
• Estate planning advisory
• PPLI advisory services
• Insurance strategy consulting
• Wealth planning advisory

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Consulting Services: Fee-based consulting services for independent life insurance advice covering policy review, case design review, PPLI/PPVA evaluation, estate planning integration, split-dollar, cross-border planning, and carrier-side strategic advisory. The firm explicitly states they do not sell products or earn commissions, indicating a fee-for-service or retainer-based model.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels10 records

Core offering

Life Insurance Strategies Group (LISG) is an independent consulting firm that provides fee-based, commission-free advice on complex life insurance matters. The firm operates three practices: independent consulting (policy review, case design, PPLI/PPVA evaluation, estate planning integration, split-dollar, cross-border planning), strategic creative/marketing services, and international advisory for cross-border and offshore HNW life insurance markets.

Product overview

Life Insurance Strategies Group (LISG) is a consulting firm, not a product-based technology company. The company offers three core consulting service practices: independent life insurance consulting (covering policy review, case design, PPLI/PPVA evaluation, estate planning, split-dollar, and cross-border planning), strategic creative/marketing services, and international advisory. Supporting these practices, LISG provides educational resources including the PPLI Guide (an independent primer on Private Placement Life Insurance) and the PPLI Market Report (a joint research publication with Lion Street analyzing the U.S. PPLI market). The company does not sell insurance products but provides advisory and consulting services to high-net-worth individuals, family offices, advisors, carriers, and foundations.

Differentiator

Problem solved

Functional benefit

Products and services

• Consulting Services

Quantifiable outcome

• Most comprehensive independent PPLI resource available
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and supporting.

• Alpha International Life Assurance Company (Guernsey) Ltd.coreStrategic or Co-development Partner · 15 October 2025LISG International completed the research, manufacture, and distribution strategy for the Alpha Tiger MVUL (Managed Variable Universal Life) contract offered by Alpha International Life. LISG conducted extensive market research, designed the product for affluent clients served by private banks and external asset managers in Singapore, Hong Kong, Dubai, and Miami, and managed the market rollout.
• True South - Actuaries & ConsultantssupportingImplementation/ SI/ Consulting PartnerSupported LISG International in its engagement for the Alpha Tiger MVUL product development and market launch.
• Jeometri Insurance ManagerssupportingImplementation/ SI/ Consulting PartnerSupported LISG International in its engagement for the Alpha Tiger MVUL product development and market launch.
• Kane SolutionssupportingTechnology or IntegrationSupported LISG International in its engagement for the Alpha Tiger MVUL product development and market launch.
• Eckler Ltd.supportingImplementation/ SI/ Consulting PartnerSupported LISG International in its engagement for the Alpha Tiger MVUL product development and market launch.
• Lion StreetcoreStrategic or Co-development PartnerCo-authored the U.S. PPLI Market Report with Life Insurance Strategies Group. The third edition examines life insurance companies, investment vehicles, and popular strategies in the U.S. PPLI market.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Others

• Milliman: Global actuarial and insurance consulting firm providing product-design and market analysis to carriers, an adjacent professional-services provider that overlaps with LISG's carrier-side and international product work.
• Lion Street: Insurance distribution network for elite independent advisors and LISG's co-author on the PPLI Market Report; an ecosystem partner overlapping in the HNW life insurance market rather than a pure competitor.
• ITM TwentyFirst: Independent life insurance policy management and audit services provider for advisors and trustees, an adjacent player intersecting LISG's in-force policy review work.

Broad incumbents

• M Financial Group: Insurance distribution and product-design network serving affluent and corporate clients through member firms; overlaps with LISG's carrier-side product and HNW advisory but at far larger scale.
• WTW (Willis Towers Watson): Global insurance and risk advisory/consulting firm whose insurance consulting overlaps thematically with LISG's advisory work, though vastly larger and diversified across risk and benefits.
• Valmark Financial Group: Independent insurance and wealth advisory platform supporting member advisors, comparable to LISG's advisor-facing consulting though broader and product-linked.
• Highland Capital Brokerage: National life insurance brokerage general agency serving advisors on case design and product placement, overlapping with LISG's case-design advisory but operating on a commission-based distribution model.

Emerging players

• Ashar Group: Independent life insurance valuation and policy advisory firm working with advisors and family offices, sharing LISG's independent, non-product-selling positioning in the HNW policy space.

Direct peers

• Schechter Wealth: Advanced planning and PPLI-focused advisory boutique for wealthy families, overlapping directly with LISG's private placement life insurance and sophisticated estate-planning consulting.
• Winged Keel Group: Independent life insurance planning firm serving ultra-high-net-worth families and family offices, directly comparable to LISG's HNW/UHNW advisory focus on complex life insurance and estate planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/lifeinsurances7
• YouTubeyoutube.com/channel/UCn_mwZLzo1kN8Mix9oTFLWg
• Facebookfacebook.com/lifeinsurancestrategiesgroup
• LinkedInlinkedin.com/company/life-insurance-strategies-group
• Instagraminstagram.com/lifeinsurancestrategiesgroup
• TikToktiktok.com/@life_insurance_sg

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Life Insurance Strategies Group