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Policy and Purpose

Policy and Purpose

Written by: Chris
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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. #FinancialWellnessAssureAnchor Economics Personal Finance
Episodes
  • The Use-It-or-Lose-It Policy Locking in the High Exemption Before the 2026 Sunset

    The Use-It-or-Lose-It Policy Locking in the High Exemption Before the 2026 Sunset
    Dec 16 2025
    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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    51 mins
  • The Inflation Hedge Paradox Is Bitcoin the New Policy Darling or Just Digital Gold

    The Inflation Hedge Paradox Is Bitcoin the New Policy Darling or Just Digital Gold
    Dec 14 2025
    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 episode explores the Inflation Hedge Paradox: While Bitcoin offers decentralized scarcity (like ""digital gold""), its price often tracks risk assets, not inflation. We analyze the policy shift as governments embrace ETFs and regulation, examining the purpose of crypto in the modern portfolio. Is Bitcoin transitioning from an anarchic alternative to a regulated asset class that central banks will ultimately rely on?

    #BitcoinPolicy #InflationHedge #DigitalGold #CryptoRegulation #MonetaryPolicy #Decentralization #BitcoinETF #PolicyAndPurpose #MacroEconomics
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    56 mins
  • Beyond Greenwashing The Policy Shift to Mandatory Social Audits in the Supply Chain

    Beyond Greenwashing The Policy Shift to Mandatory Social Audits in the Supply Chain
    Dec 12 2025
    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 policy shift toward Mandatory Human Rights and Environmental Due Diligence (mHRDD), spearheaded by the EU's CSDDD (Corporate Sustainability Due Diligence Directive). We analyze how this new policy forces companies to move beyond simple supplier checklists and implement continuous Social Audits deep into their supply chain. What does this mean for sourcing ethics, civil liability for human rights abuses, and the true purpose of a global supply chain? Learn the concrete steps companies must take now to comply and turn this compliance burden into a competitive advantage.

    #CSDDD #SocialAudits #MandatoryDueDiligence #HumanRightsDueDiligence #SupplyChainEthics #SocialWashing #ESGPolicy #CorporateAccountability #PolicyAndPurpose
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    52 mins
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