Guidewire Software’s Post

New Monthly Insight Live 🚨 In September’s Monthly Insight, our VP of Advanced Sales, Bill Bell, reviews IRA wealth transfer planning after the Secure Act. He identifies different options for individuals with IRA balances looking to maximize what’s passed on to the next generation. Some key takeaways include: 1️⃣   Life insurance as a tool for tax-efficient wealth transfer 2️⃣  Roth conversions for tax-free income 3️⃣   Charitable strategies to preserve your legacy With the right planning and advice, you can help clients make the most of their IRA. Check out the link below to learn more.👇 #AdvancedSales #IRAPlanning #WealthTransfer #LifeInsurance

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

The CLU® Difference! 💫💫   Advocis Member and Past President of our Advocis Simcoe-Muskoka Chapter, Taivi Tayler, CDFA, RRC, CFP, CLU shares the impact of obtaining the CLU® on her career and practice as she guides her clients through transitioning their wealth to heirs and charities. 🙌   What makes the CLU® superior? 💯   ➡️ Master the advanced tax and insurance skills that matter to your clients' business strategies and help them develop sustained and tax-efficient outcomes. ➡️ Explore in-depth taxation & estate planning issues that are more crucial than ever in serving HNW (High Net Worth) clients. ➡️ Understand concerns from millennials about the value of financial advice. ➡️ It’s an approved designation for use of the Financial Planner title in Ontario. 👏   Interested to learn more / get started -> https://lnkd.in/eY_9STCi

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Today I shared some policy ideas at an industry leadership roundtable hosted by the ACS (Australian Computer Society) Huge thanks to Troy Steer (GAICD) Hugh Eriksson and Berenice Walker for their hospitality. One policy I put on the table that I am particularly passionate about is revisiting the Kids Future Fund. Especially given cost of living pressures. The policy was one we took to the election but were unsuccessful in getting the opportunity to deliver. What was the Kids Future Fund? Every child in NSW aged 10 and under - and continuing each year with every newborn child - would be eligible for a Kids Future Fund account, which will receive a $400 starting payment from the Government. Parents and carers could contribute to the fund each year. Their payments would be matched by the Government up to $400 per year, with interest also earned over time. Once the child turns 18 they could withdraw from their fund – which would be worth between $28,000 and $49,000 per child – for spending on either education and/or housing so they can begin to secure their own financial future.

PSA: One big way to save is to challenge the assessed value of your property. Filing in Cook County does not affect the future assessments of the property, and there is no fee for the appeal process. According to some estimates, up to 60 percent of properties in Cook County have an inflated assessed value. Some of our clients have saved up to $6000 by filing. For more information on how to begin the process of appealing, check out our upcoming webinar: #HUDCertifiedProud https://lnkd.in/gasaAd69

Discover the benefits of recommending a reversionary CLAT in wealth planning! Reversionary CLATs provide flexibility in wealth distribution, allowing beneficiaries access to assets sooner. Check out more insights here: https://okt.to/NieaCq

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

A Father's Love Transcends Time Thinking about receiving pocket money from my parents even in old age makes me feel cherished throughout my life. The significance of this insurance policy has surpassed its actual value. Tools may be cold, but a father's hands are warm. Nowadays, there aren't any guaranteed assets that can truly outpace inflation. More importantly, it's about preserving this love through the insurance policy, always accompanying the child's growth. This is also the real reason why many parents are willing to save for their child's education fund. A parent's love for their child is deep and far-reaching. #Insurance #EducationFund #

Join us…https://lnkd.in/g3Q-Yhhr Good Evening UCP Members, We have some exciting news to share that marks a significant milestone for our community! United Claims Professionals (UCP) has achieved 501(c)(6) tax-exempt status, enhancing our ability to serve you and the entire claims industry even more effectively. Enhanced Impact of Your Contributions While your membership fees and sponsorships have always been crucial in driving our mission, this new status bolsters our ability to advocate for fair and efficient practices within the claims industry and beyond. * Empowered Advocacy: Our 501(c)(6) status means we can now more assertively influence public policy and regulations that directly affect our industry and your daily operations, ensuring that your voice is heard where it matters most. * Sustained Educational and Networking Initiatives: We are dedicated to continuing the expansion of our educational programs and networking opportunities. These initiatives are designed to enhance your expertise and connect you with peers, fostering a community that supports professional growth and collaboration. Tax Deductibility of Membership Fees Your membership and sponsorship contributions are tax-deductible as a business expense. We encourage you to consult with your tax accountant to fully understand how this applies to your tax situation. Our Commitment to Growth As we celebrate this milestone, we are reminded of the strength and dedication of our members and sponsors, who have made this achievement possible. We’re proud of the progress we've made together in our first year, and we’re committed to using this new status to advance our shared goals in the future. Thank you for your continued support and commitment. Your involvement is pivotal as we strive to positively shape the industry and promote greater transparency, accountability, and equity in the claims process. Looking forward to an even brighter future together, Your Team at United Claims Professionals #publicadjuster #experiencematters #InsuranceClaims #InsuranceHeroes #claimsadjuster #Propertydamage #Insuranceadjuster #lossadjuster #homeinsurance #businessinsurance #insuranceadvice #stormdamage #disasterrecovery #insurancehelp #homeimprovement #homerepair #realestate #propertymanagement #homeowners #smallbusiness #relationshipsmatter #nationwide #appraisal #largeloss #wind #hail #smoke #wildfire #tornadao #hurriance #vandalism