Chisholm Creek’s Post

Lots of thinking and information sharing needed so the sector in Kent and Medway can deal with this extremely challenging situation.

Closed the 9th IMN summit in Coral Gables sharing exciting tax efficient strategies such Charitable Remainder Trusts, Trusts, Captive Insurance subisidiaries, creating your own benefit pension plan with Real Estate, ILITs with Life Insurance and other alternative and private capital assets into it. It was an honor to he part of the final panel, thank you so much Kip Kolson for hosting us these 2 days. Thank you Juan Mercadal for attending and supporting today. #familyoffices #internationalinvestmentstrategies #trusts #taxstrategies #assetprotection #wealthtransfer #philantropicmindset #realestate

The Bearingstar team are not just insurance agents—they are members of your community. They live, work, volunteer, and raise families alongside you, making them the perfect partner in preparing for your future. Get to know Bearingstar a little better: https://lnkd.in/eyRSM8b. #community #MA #CT #BearingstarInsurance

🙏 Honoring 9/11 – A Day to Remember and Reflect 🇺🇸Today, we pause to remember the bravery, sacrifice, and unity that emerged from the tragic events of September 11, 2001. As an insurance agent, this day serves as a powerful reminder of the importance of protecting what we hold dearest—our families, our homes, and our future. Life’s uncertainties can’t be predicted, but we can take steps to prepare and safeguard what matters most. ❤️Let us honor the heroes, the lives lost, and the resilience of our communities by taking action today. Whether it’s ensuring the safety of loved ones or securing a legacy for the future, protection is the greatest gift we can give. 💡✨Together, we stand united in remembrance and strength.#NeverForget #911Remembrance #ProtectWhatMatters #InsuranceForLife #Resilience #CommunityStrong #SafeguardYourFuture #InsuranceAgent #PreparedForAnything #HonoringHeroes #InsureWithMelissa

Gain insights from our Senior Vice President, Christina Cheng, on how private clients can incorporate life insurance into their wealth planning strategies to align with their charitable goals, creating a lasting legacy while ensuring financial security for future generations.   Read more on her insights here: https://bit.ly/3ODj4D7   #philanthropy #lifeinsurance #estateplanning #wealthtransfer #howdenprivatewealth

Consult your estate planning advisor to discuss what kinds of trusts best suit your situation. Trust options include dynasty trusts, SLATs (Spousal Lifetime Access Trusts), irrevocable life insurance trusts, grantor-retained annuity trusts, charitable remainder trusts, qualified personal residence trusts, and others. #intrust #intrustcounsel #individualtrustee #trustee #estateplanning

National Insurance Awareness Day is a timely reminder to assess your financial safety net. While insurance offers valuable protection, it's just one piece of the puzzle. 🧩 At The Autonomy Group, PC, we understand the importance of comprehensive planning for high-net-worth individuals and families. Here's how estate planning goes beyond insurance to safeguard your assets and legacy: • Minimize Tax Burdens: Explore strategies to minimize estate taxes and maximize wealth transfer to your beneficiaries. • Asset Protection: Develop a plan to protect your assets from potential creditors or lawsuits. • Legacy Planning: Ensure your wishes are followed regarding charitable giving and the distribution of your estate. A well-crafted estate plan complements your insurance coverage, creating a robust financial shield for your loved ones. Contact The Autonomy Group, PC today to schedule a consultation and explore how we can craft an integrated financial security plan that reflects your unique goals and needs. 📞 Call us at 803-262-0442 🖥️ Visit our website www.taglegacyplanning.com #TheAutonomyGroup #TAG #AttorneySoraya #NC #SC #EstatePlanning #LegacyPlanning #EmpoweredLegacy #PeaceOfMind #EmpoweredLegacy #SecureYourFuture #LastWillAndTestament #InsuranceAwareness #LifeInsurance #FinancialPlanning #ProtectYourFamily

🎉 Join Us for an Informative NID Session! 🎉 Hey everyone! We're excited to invite you to our upcoming NID Session, where we'll dive into some crucial topics that impact our community. This is a fantastic opportunity to learn, engage, and make a difference! 📅 Agenda Highlights: Federal Deposit Insurance: Understand how your deposits are protected. Division of Depositor and Consumer Protection: Learn about the measures in place to safeguard your rights. Discussion with HBCU Partner Dillard University: A special collaboration to foster community growth and opportunity. Appraisal Bias: Addressing and understanding the implications of bias in property appraisals. Don't miss out on this chance to gain valuable insights and contribute to meaningful discussions. Whether you're a student, professional, or community member, your presence and voice are important! Stay tuned for more details and make sure to mark your calendars. Let's come together to learn and grow! 🌟 #NIDSession #CommunityEngagement #FinancialEducation #HBCUPartners #InclusiveGrowth #FightAppraisalBias

🌟 Protect your nonprofit organization with Directors and Officers Insurance! 🌟 Don't let your board members and officers be exposed to liability risks. Our comprehensive coverage provides financial protection and security for those leading your cause. Contact us today to learn more! #nonprofit #insurance

Did You Know? Nonprofits can face unique challenges, and Directors and Officers (D&O) insurance is essential for protecting your board members from personal liability. This coverage helps ensure that your organization can attract dedicated leaders without the fear of personal financial loss. Contact Range Community Insurance today to learn more about how we can help safeguard your nonprofit's future and support your mission. 📞