At Equitas Brokerage, we know some of your clients needs are more complex than just requiring a life insurance policy. Our Advanced Insurance capabilities offer you creative and innovative estate and business planning solutions that take your clients best interests at heart today and in tomorrow’s constantly changing financial landscape.
Estate and Business Planning can have a significant impact on your clients. Below are some helpful links to help you protect their business, their legacy and their loved ones.
|IRS Releases 2014 Inflation Adjustments, Tax Rates and Brackets||IRS_2014|
|Concentrated Stock Diversification Strategy||CSDPieceFinal|
|Helping To Protect Your Business||HelpingtoProtectYourBusiness|
|Defining Points – Balance Check Flyer||DefiningPointsBalanceCheckFlyer|
|Defining Points – Business||DefiningPointsBusinessweb|
|Defining Points – Consumer Brochure||DefiningPointsConsumerBrochure|
|Defining Points – Consumer Tri-Fold||DefiningPointsConsumerTriFoldweb|
|Estate Equalization Calculator||EstateEqualizationCalculator|
|Estate Tax Calculator||EstateTaxCalculator|
|Human Life Calculator||humanlifecalculator|
|New Economy Playbook||NewEconomyPlaybook|
|Retirement Planning Strategies||RetirementPlanningStrategies|