Hosted by Chris · 🇺🇸 US · EN · 41 episodes
Established thought leaders with verified media credentials.
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
Chris hosts Policy and Purpose, a business show with 41 episodes published.
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 fa
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 epis
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 polic
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
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 fundamenta
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 SFDR
Your 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 conversatio
It'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 insurance
In 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 fairness
Forget 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
In 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 Spee
The 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 estate
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 hi
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. For families facing unique challenges—whether it's pr
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 permanent
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 SFDR
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
BNPL 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.
Gen 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 c
In 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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Policy and Purpose is hosted by Chris. The show is categorised under business (investing) and has published 41 episodes.
Policy and Purpose has published 41 episodes.
Policy and Purpose regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Policy and Purpose average 51 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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