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Policy and Purpose

Chris
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InvestingPodcastsBusinessENunited-states
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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
Top 85.3% by pitch volume (Rank #42669 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
N/A
Episodes
41
Founded
N/A
Category
Investing
Number of listeners
Private
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Public snapshot
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Canonical: https://podpitch.com/podcasts/policy-and-purpose
Reply rate: 35%+

Latest Episodes

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The Use-It-or-Lose-It Policy Locking in the High Exemption Before the 2026 Sunset

Tue Dec 16 2025

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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 families, potentially exposing millions to the 40% estate tax. This episode provides the urgent blueprint: We analyze the vital IRS Anti-Clawback Rule that secures your gifts, break down the powerful mechanics of SLATs (Spousal Lifetime Access Trusts), and outline the precise timeline you must follow now to lock in the current high exemption and preserve your multi-generational legacy. #TaxSunset2026 #UseItOrLoseIt #EstatePlanning #LifetimeGifting #SLATs #WealthTransfer #PolicyAndPurpose #HighNetWorth #TaxStrategy

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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 families, potentially exposing millions to the 40% estate tax. This episode provides the urgent blueprint: We analyze the vital IRS Anti-Clawback Rule that secures your gifts, break down the powerful mechanics of SLATs (Spousal Lifetime Access Trusts), and outline the precise timeline you must follow now to lock in the current high exemption and preserve your multi-generational legacy. #TaxSunset2026 #UseItOrLoseIt #EstatePlanning #LifetimeGifting #SLATs #WealthTransfer #PolicyAndPurpose #HighNetWorth #TaxStrategy

Key Metrics

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Pitches sent
7
From PodPitch users
Rank
#42669
Top 85.3% by pitch volume (Rank #42669 of 50,000)
Average rating
N/A
Ratings count may be unavailable
Reviews
N/A
Written reviews (when available)
Publish cadence
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Episode count
41
Data updated
Feb 10, 2026
Social followers
N/A

Public Snapshot

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InvestingPodcastsBusiness
Country
United States
Language
English
Language (ISO)
Release cadence
N/A
Latest episode date
Tue Dec 16 2025

Audience & Outreach (Public)

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Audience range
Private
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Reply rate band
35%+
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Response time band
Private
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Replies received
1–5
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Contact available
Yes
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Guest format
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Frequently Asked Questions About Policy and Purpose

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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. 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

How often does Policy and Purpose publish new episodes?

Policy and Purpose publishes on a variable schedule.

How many listeners does Policy and Purpose get?

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