Fortress Brokerage Solutions is a National Master General Agency marketing individual Insurance products to Regional BGAs, IMOs, and Insurance Agents. We professionally design, illustrate, case manage, and underwrite Life Insurance as well as Long-Term Care, Disability Income, Annuities, and Accident and Sickness policies. Our mission is to improve your profitability by providing significant case design and education, knowledgeable underwriting, and unparalleled high touch case management.
On website insurance quoting software, application and contracting forms at your fingertips, sample legal forms, as well as business and personal insurance solutions. WinFlex is a Financial Tool available ONLY to registered agents for use. With this software you can quickly provide your clients with an illustration for EIUL, GUL, UL, WL, Term, SUL, and more.
Register as a Fortress Brokerage Agent Here to Gain Access to the Financial Advisor Library.
On website insurance quoting software, application and contracting forms at your fingertips, sample legal forms, as well as business and personal insurance solutions. WinFlex is a Financial Tool available ONLY to registered agents for use. With this software you can quickly provide your clients with an illustration for EIUL, GUL, UL, WL, Term, SUL, and more.
Register as a Fortress Brokerage Agent Here to Gain Access to the Financial Advisor Library.
Services
Services
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An estate plan can assess the fair market value of an estate and the potential tax on the capital gains that will be due.
An estate freeze or a partial freeze is a way to transfer all or a portion of the value of a company to new owner-heirs.
Estate freezes coupled with the intelligent use of life insurance can help reduce the effect of a massive tax-bite on your estate.
Such planning can also free up capital for retirement when you know, for example, that life insurance will pay the tax bill.
Section 303 of the Internal Revenue Code permits a corporation to redeem all or a portion of a decedent's stock such that will not be taxed as a dividend.
An estate freeze or a partial freeze is a way to transfer all or a portion of the value of a company to new owner-heirs.
Estate freezes coupled with the intelligent use of life insurance can help reduce the effect of a massive tax-bite on your estate.
Such planning can also free up capital for retirement when you know, for example, that life insurance will pay the tax bill.
Section 303 of the Internal Revenue Code permits a corporation to redeem all or a portion of a decedent's stock such that will not be taxed as a dividend.
Carriers
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Fortress Brokerage Solutions works with a variety of insurance carriers to provide a variety of products that can meet each of your client's needs.
Register as a Fortress Brokerage Agent Here to Gain Access to the Financial Advisor Library.
Hi Folks, the prior two posts revolved around the ideas of different types of term insurance.
This post concentrates on some term insurance techniques to make coverage cheaper.
Term Layering.
This technique provides multiple policies for differing lengths of time.
Register as a Fortress Brokerage Agent Here to Gain Access to the Financial Advisor Library.
Hi Folks, the prior two posts revolved around the ideas of different types of term insurance.
This post concentrates on some term insurance techniques to make coverage cheaper.
Term Layering.
This technique provides multiple policies for differing lengths of time.
Estate Planning Concepts
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A trust created to own life insurance outside your estate.
The death benefit from the policy is not subject to income or estate taxes upon your and your spouse's death.
An estate plan can assess the fair market value of an estate and the potential tax on the capital gains that will be due.
An estate freeze or a partial freeze is a way to transfer all or a portion of the value of a company to new owner-heirs.
Estate freezes coupled with the intelligent use of life insurance can help reduce the effect of a massive tax-bite on your estate.
The death benefit from the policy is not subject to income or estate taxes upon your and your spouse's death.
An estate plan can assess the fair market value of an estate and the potential tax on the capital gains that will be due.
An estate freeze or a partial freeze is a way to transfer all or a portion of the value of a company to new owner-heirs.
Estate freezes coupled with the intelligent use of life insurance can help reduce the effect of a massive tax-bite on your estate.
Business Planning Concepts
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In an Entity Buy-Sell agreement business owners enter into an agreement for the event that if any owner dies, the company will purchase the share from the owner's heirs.
A Cross Purchase Buy-Sell can provide a solution for concerns regarding uncertainty about the continued success of a business when a business owner passes away.
It is an agreement between the owners of a company.
In a Buy-Sell Trust the trust administers the Buy-Sell and the life insurance to purchase the stock back is held inside the trust and administered by the trustee.
A Cross Purchase Buy-Sell can provide a solution for concerns regarding uncertainty about the continued success of a business when a business owner passes away.
It is an agreement between the owners of a company.
In a Buy-Sell Trust the trust administers the Buy-Sell and the life insurance to purchase the stock back is held inside the trust and administered by the trustee.
Charitable Concepts
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Life insurance is used to replace the wealth given to charity so that beneficiaries receive the same amount of money in a passed loved ones estate.
For more information on charitable programs like Charitable Retained Annuity Trusts (CRAT), Charitable Retained Unitrusts (CRUT), Charitable Lead Trusts or Donor Advised Fund programs contact our charitable planning professional at Fortress Brokerage Solutions.
On-site case management for your cases during the underwriting process, to ensure that every case is being underwritten fairly.
For more information on charitable programs like Charitable Retained Annuity Trusts (CRAT), Charitable Retained Unitrusts (CRUT), Charitable Lead Trusts or Donor Advised Fund programs contact our charitable planning professional at Fortress Brokerage Solutions.
On-site case management for your cases during the underwriting process, to ensure that every case is being underwritten fairly.
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