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Global Insurance Solutions Group

Global Insurance Solutions Group is an independent partner to professional advisers who serve high net worth individual and corporate clients in the United States and internationally. GISG works collaboratively in designing life insurance based estate and business planning solutions.

The goal is efficient wealth protection and transfer using compliant, tax advantaged tools . As regular service providers to institutional clients, we are committed to the highest levels of data security and discretion throughout the planning process.

Our expertise for the foreign national client is augmented by a trilingual staff, deep understanding and monitoring of country of origin tax and regulatory issues, and rigid adherence to solicitation guidelines in both the U.S. and in the client’s country of residence.

The bespoke nature of our approach results in a uniquely crafted plan that is meticulously designed and frequently monitored as we continuously review the dynamic global economic and regulatory environment. Contact us to take the first step.

Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Business Cycle

How will you weather the ups and downs of the business cycle?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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