Acres of Diamonds Keeping Up with the Joneses The Real Cost of a Vacation Home An Arm and a Leg
 

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

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

Tax Management Strategies

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

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Business Cycle

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

The Real Cost of a Vacation Home

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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