CBS Brokerage

02/09/2021

Check out our video on Installment Sales to Defective Grantor Trusts.

Help business owners, with federally taxable estates, have family participate materially or only financially in the business, save millions in estate and gif...

02/03/2021

Construction has begun on our new space. We are excited to relocate to our new, larger office late first quarter. This move represents another significant milestone for our fast-growing BGA. The new office space better accommodates our growing team and enables us to hire additional talent to continue to provide industry-leading support and service to our partners. The additional space will also help drive our growth in being the elite insurance partner of the financial planning focused wealth advisor. The key question yet to be determined is if Joslyn or I get the larger office :) Insurance Done Right!!

02/02/2021

Check out an interview of our very own Joslyn Druvenga. Does your BGA or Insurance Partner give you Custodial like view of the insurance your firm writes? With CBS you can access every policy you have written including current cash value and current performance right from our website. You don't have to call the carrier for an inforce ledger, to make changes to your beneficiary, or gain updated cash values for your next meeting. What if the carrier terms you for lack of production because you are writing other products that are better for your client? Call us to find out how partnering with us alleviates all of these issues and allows you to effectives manage your inforce block. Insurance done right!!

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Proformex Director of Customer Success interviews a customer about how they've found success using the Proformex inforce policy management platform

01/28/2021

Check out our video on using GRATs with HNW clients to capture a V shaped market recovery & new business.

Wealth tranfer technique for clients with federally taxable estates that creates the opportunity to contribute assets with low valuations, for example during...

01/28/2021

Check out our our video about the capital gain Death Tax-Biden & Obama's Proposal.

Overview of estate and financial planning implications of the Biden proposed removal of the stepped up basis of capital assets at death. What a new capital ...

01/28/2021

Check out our final video of our Estate Planning series.

Trust Owned Life Insurance, the 3rd of 3 technique videos on ways clients with federally taxable estates, comprised largely of closely held businesses, pay t...

01/28/2021

Check out our second video in our three part Estate Planning series.

Graegin loans, the 2nd of 3 technique videos on ways clients with federally taxable estates, comprised largely of closely held businesses, pay their estate t...

12/11/2020

Check out our first video of our three part Estate Planning series.

IRC Sec 6166(a) election, the 1st of 3 technique videos on ways clients with federally taxable estates comprised largely with closely held businesses pay the...