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Ken Foley Featured in LISG Tier One Interview Series

Spearhead CEO, Ken Foley, recently sat down with Jay Judas of Life Insurance Strategies Group for their Tier One Interview Series. The conversation covers how Spearhead approaches Insurance Dedicated Fund (“IDF”) and Separate Managed Account (“SMA”) program development in partnership with RIAs and asset managers, what a full-service PPLI asset administrator actually does in practice, and how policyholders should think about the choice between SMAs and IDFs. Ken also shares how the firm reached $4 billion in assets under administration in its first four years. 

 

Read the full interview at the link below.



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