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The Benefits of Private Financing

In a world where consumers are increasingly seeking financial advice tailored to their specific needs, it’s more important than ever for insurance producers to offer their clients custom-fit solutions. When it comes to wealth transfer planning, private financing can be just such a solution.


Part IV: How US v. Windsor Affects LGBT Clients: Health Insurance & Financial Planning

While the lawsuit that led the Supreme Court finding the Defense of Marriage Act unconstitutional, United States v. Windsor, largely regarded tax laws related to inheritance, there were a number of additional implications the ruling had on same-sex couples across the country.