Dec 16, 202551 minS0
Time is running out. The federal Estate and Gift Tax Exemption is scheduled to be cut by nearly 50% on January 1, 2026. This ""Sunset Provision"" presents a colossal use-it-or-lose-it policy dilemma for high-net-worth...
About this Podcast:
Policy & Purpose is the life insurance podcast that brings clarity to coverage and heart to financial planning. Each episode is researched and written by licensed experts from AssureAnchor, then produced with the assistance of AI narration for clear, consistent, and accessible delivery. Whether you're securing your family's future, planning your legacy, or just trying to understand your options—this podcast is for you. We combine real-life stories, expert advice, and practical breakdowns to help you make confident, informed decisions that protect what matters most. #FinancialWellness
Pitch Analysis
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Contact path
Verified email
Booking probability
23%
Guest openness
Selective
80/100
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Signup to Generate a PitchQuestions about Policy and Purpose
What is Policy and Purpose about?
Policy & Purpose is the life insurance podcast that brings clarity to coverage and heart to financial planning. Each episode is researched and written by licensed experts from AssureAnchor, then produced with the assistance of AI narration for clear, consistent, and accessible delivery.
Who hosts Policy and Purpose?
Policy and Purpose is hosted by Chris. The show has published 41 episodes to date.
What has Policy and Purpose covered recently?
Recent episodes include "The Use-It-or-Lose-It Policy Locking in the High Exemption Before the 2026 Sunset" (16 December 2025, 51 minutes), "The Inflation Hedge Paradox Is Bitcoin the New Policy Darling or Just Digital Gold" (14 December 2025, 56 minutes), and "Beyond Greenwashing The Policy Shift to Mandatory Social Audits in the Supply Chain" (12 December 2025, 52 minutes).
How often does Policy and Purpose publish?
Policy and Purpose publishes roughly a few times a week, with episodes averaging 51 minutes across 41 episodes.
How hard is it to get booked on Policy and Purpose?
Booking probability for Policy and Purpose is 23%, and the host is rated Selective on guests. Policy and Purpose requires a Pod Score of 80 or higher. Policy and Purpose's contact route on record: verified email.
Who should pitch Policy and Purpose?
The strongest fits for Policy and Purpose are Insurance Agencies & Brokers. Policy and Purpose has a business audience.
About the host
Chris hosts Policy and Purpose, a business podcast with 41 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Dec 14, 202556 minS0
Central banks and governments continue to wrestle with policy-driven inflation, forcing investors to seek new shelters. Is Bitcoin the ultimate escape hatch, or is it too volatile to be considered a true hedge? This...
- Dec 12, 202552 minS0
For two decades, Corporate Social Responsibility (CSR) was largely voluntary, leading to widespread ""social washing""—making claims without verifiable action. That era is over. This episode dives into the profound...
- Dec 10, 202558 minS0
As AI moves from a technical tool to a core operational layer, the potential for unintended harm—from algorithmic bias in hiring to lack of transparency in lending—becomes a critical business risk. This episode examines...
- Dec 8, 202553 minS0
The movement for a 4-Day Work Week (4 days, 32 hours, 100% pay) is not just a perk—it's a critical new labor policy. This episode examines the economic purpose behind it: Is it simply a productivity hack, or a...
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Episode #34
ESG Investing in 2026
Nov 13, 20251h 1mS02026 marks an inflection point for sustainable finance. This episode dives into the crucial trends shaping the next phase of ESG investing. We look at the immediate impact of major regulations like the EU's CSRD and...
Episode #33
Plan Your Legacy and Get Support
Nov 12, 20251 hourS0Your legacy isn't just financial. This episode focuses on the intangible. We explore how to manage your digital assets (social media, crypto, photos), write an ethical will to share your values, and structure...
Episode #32
Prepare and Protect
Nov 11, 20251h 1mS0It's easy to focus on making money, but true wealth requires a solid defense. This episode is your playbook for building financial resilience. We cover the core pillars of protection: emergency funds, the right...
Episode #31
The Governance & Ethics Angle
Nov 10, 20251h 2mS0In an age of relentless scrutiny, integrity is your greatest asset. This episode explores the Governance & Ethics Angle, revealing how top-tier organizations embed principles of transparency, accountability, and...
Episode #29
The Practical Planning Angle
Nov 7, 20251h 1mS0Forget fancy spreadsheets. This deep dive provides the practical planning angle for managing your money. We cover the real-world tactics for automating savings, simplifying your investment portfolio, and the "set it and...
Episode #28
The 'S' Factor Deep Dive
Nov 5, 20251h 1mS0In every complex system, there's one critical variable that drives all success or failure. This episode is a deep dive into the elusive 'S' Factor, the core element that defines Sustainability, Strategy, Synergy, or...
Episode #28
Life insurance and estate planning in 2026
Nov 4, 20251h 2mS0The clock is ticking! On January 1, 2026, the federal estate and gift tax exemption is scheduled to be cut by nearly half, exposing millions more to a potential 40% tax on their wealth. For families with a growing...
- Nov 3, 202556 minS0
The clock is ticking. Unless Congress acts, the federal Gift and Estate Tax Exemption is scheduled to "sunset," or revert, at the end of 2025, drastically cutting the current high exclusion amount roughly in half. For...
- Oct 31, 20251h 1mS0
Is your estate plan truly built to last for generations? This episode dives into the crucial, often overlooked, area of Special Planning Needs & The Long-Term Legacy.<br />For families facing unique challenges—whether...
- Oct 30, 20251h 2mS0
Unlock the secrets to truly lasting financial security. You've heard of life insurance, but do you understand the power of a permanent policy? In this episode, we dive deep into the often-misunderstood world of...
- Oct 17, 202559 minS0
2026 marks an inflection point for sustainable finance. This episode dives into the crucial trends shaping the next phase of ESG investing. We look at the immediate impact of major regulations like the EU's CSRD and...
- Oct 13, 20251h 2mS0
Stop focusing solely on cutting costs. True financial freedom is a two-part equation: smart spending and strategic income growth. In this episode, we tackle both sides. We reveal the 4 essential categories where cutting...
Sep 12, 20257 minS25BNPL is booming, but are you falling into a #DebtTrap? 💳 Explore the hidden #BNPLRisks, avoid rising #ConsumerDebt, and learn smart #MoneyTips for safer spending with #PolicyAndPurpose.<br />
Aug 18, 20257 minS0Gen Z is aiming for $1 million by age 40—but is this realistic or just FIRE-fueled hype? In this episode of Policy & Purpose, we break down the math, explore lifestyle sacrifices, and unpack the hurdles of debt, rising...
Episode #23
Connecticut Cracks Down on Insurance Fraud
Aug 11, 20258 minS0In this Policy & Purpose episode, we unpack the Ian Pierce case—how regulators exposed ongoing life insurance fraud, protected consumers, and enforced $264K in penalties. Learn the warning signs, how to verify licenses...
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