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Maximizing Wealth Through a Credit Shelter Trust

Do estate taxes keep your clients up at night? Do they worry about the amount of money they can pass to their heirs? This is a common concern among high net worth individuals, many of whom worked extremely hard to generate wealth that gives them the peace of mind knowing their spouse, children and grandchildren will be taken care of once they’re gone. For married individuals, a Credit Shelter Trust (CST) may be the right solution to help them avoid estate taxes when passing wealth on to their beneficiaries.


Part III: How US v. Windsor Affects LGBT Clients: Estate Planning

With the fall of Defense of Marriage Act, a lot has changed in the U.S. for same-sex couples.


Where Can Insurance Providers Improve on Social Media?

What was once a hot new trend has since become a mainstay that isn’t to be ignored. Social media is used by nearly three-quarters of all adults, according to a poll from the Pew Internet Project. As such, it is essential that insurance producer leverage social media, and do so properly.


Part II: How US v. Windsor Affects LGBT Clients – Retirement Savings

Same-sex couples whose marital status changed under the historic United States v. Windsor Supreme Court ruling have had a lot to consider over the last year. Here are a few aspects of the financial planning landscape that have changed after the fall of the Defense of Marriage Act:


Part I: How US v. Windsor Affects LGBT Clients – An Overview

On June 26, 2013, the U.S. Supreme Court found that the Defense of Marriage Act was unconstitutional. With that single ruling, many doors opened for LGBT Americans across the country. Under the Supreme Court’s finding, the federal government can no longer discriminate against married lesbian and gay couples when determining federal benefits and protections.


Leveraging Mobile Technology for Insurance Producers

Are you taking full advantage of smartphone technology?In today’s technology-driven world, there’s a gadget or app for just about everything. More than just a trend, these tools can help you become more productive and improve your workflow – and, as an insurance professional, you know that efficiency is everything. Here are a few apps that can make you more efficient:


Practical Advice from the ‘$2 Billion Man’

Who says we only get one successful career? Steve Spector, who has spent his adult life amassing a fortune in the life insurance industry, has reinvented what success can mean. Recently, he was featured in National Underwriter Magazine as the $2 Billion Man, and has partnered with HighCap Financial for nearly a decade.


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