Financial Planning

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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.


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.


The Mass Affluent Opportunity: Are You Missing Out? [Infographic]

In the decade since the launch of Facebook, social media platforms – including Twitter and LinkedIn – have established themselves as a trusted place for the Mass Affluent to locate and engage with financial companies and the information that they provide. Insurance agents and financial advisors need to institute a social media presence so they can not only demonstrate that they are tech savvy and cutting edge, but also to become an indispensable resource for maintaining their relationships with existing clients while finding new prospects in an actionable way.


How an ESOP Works

When it comes to the division of ownership of a company, there are plenty of options to be had.


Tapping the LGBT Market

When it comes to life insurance, agents are constantly on the lookout for new markets to tap. From child-free married couples to high net worth young professionals and the growing population of wealthy individuals from countries like Brazil and Russia, it’s essential for insurance agents to be on the lookout for the next great market in need of wealth or retirement planning services.


LGBT Community Has Great Financial Needs

Insurance agents and financial planners would do well to work to meet the financial demands of the lesbian, gay, bisexual and transgender community, which typically has a higher median income than the general population but overwhelmingly rates their experience in the U.S. financial industry as poor. In fact, a recent Prudential survey found that 63 percent of LGBT Americans give the industry’s attention to their community a poor rating.


Financial Planning Mistakes Could Counteract Your Efforts

Being on the ball in regards to financial and retirement planning is key, but there are some mistakes that investors could make that could nullify those good intentions.


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