CBS Brokerage

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

Installment Sales to Intentionally 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...

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

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

Use 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...

Check out our final video of our Estate Planning series.

Trust Owned Life Insurance vs. IRC Sec 6166 & Graegin Loans 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...