ValuePros’ Post

When you contact an appraiser for yourself or a client, one of the first questions the appraiser should ask is "What is the reason for the appraisal?" The appraisal reason determines the type of value to be presented in the report. Insurance Coverage, Charitable Donation, Marital Dissolution, and Estate Tax Return Filing are all different reasons and will affect the report's values. #downsizeprofitably #sellingassets #expertwitness

Many transit supporters drive! If you're in that camp, and you live in BC, you'll be getting $110 from ICBC shortly. Someone donated their $110 to us immediately, and it seemed like a great idea, so we're sharing it. Movement is growing really fast, and we're showing that better bus service is not only possible, but extremely popular! If you share our vision of a transit network that is fast, frequent, and reliable, consider sending us that $110. Donate: https://lnkd.in/gRt6bR-q You can also donate to our project at Small Change Fund, who is able to offer a tax rebate: https://lnkd.in/gfR2HcAC (This means if you donate $138, you'll get a tax credit of $28.) https://lnkd.in/gVQr36jt

👏🏻 Awesome sharing by my fellow advisor & brother. 🌎 Globally, especially Asia, is going through the largest and heaviest wealth transfer expected in the next few decades. If the ultra high networth is using 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 as a form of safeguarding future wealth for their next generations, 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐬𝐭𝐨𝐩𝐩𝐢𝐧𝐠 𝐚𝐧𝐲𝐨𝐧𝐞 𝐟𝐫𝐨𝐦 𝐝𝐨𝐢𝐧𝐠 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞? ❌ Many have misunderstood the potential and usefulness of how insurance can provide because of social stigma and black sheep advisors. 🔍 Start exploring how different asset classes can complement your portfolio and 𝐩𝐥𝐚𝐧 𝐞𝐚𝐫𝐥𝐢𝐞𝐫 for peace of mind. #legacy #legacyplanning #legacybuilding #insurance #portfoliomanagement #portfolio #invest #longterm #wealthcreation

Life insurance beneficiaries can be individuals, multiple people, trusts, estates, or charities. Your beneficiaries can also be a combination of all of these. Your beneficiaries should be updated as your life circumstances change. Need to review your current plan. Let's have a conversation. Book A Meeting Today https://lnkd.in/egGKAtR9 #lifeinsurance #financialplanning #familyprotection #financialwellness #peaceofmind #security #livingbenefits #futureplanning #lifeplanning #quote #termlife #wholelife #iul #indexeduniversallife #finalexpense

Life insurance beneficiaries can be individuals, multiple people, trusts, estates, or charities. Your beneficiaries can also be a combination of all of these. Your beneficiaries should be updated as your life circumstances change. Need to review your current plan. Let's have a conversation. Book A Meeting Today https://lnkd.in/eYskx8pb #lifeinsurance #financialplanning #familyprotection #financialwellness #peaceofmind #security #livingbenefits #futureplanning #lifeplanning #quote #termlife #wholelife #iul #indexeduniversallife #finalexpense

WHAT HAPPENS IF A LIFE INSURANCE POLICY LAPSES? In 2023, a significant amount of money in death benefits, inheritance, charitable donations, and cash value went unclaimed as policyholders surrendered their insurance policies. This unclaimed money represents a loss for both the beneficiaries who were due to receive the benefits and the charitable organizations expecting donations. Instead, the money flowed back to insurance companies, highlighting the widespread issue of policy surrender. It is essential for policyholders to understand the implications of surrendering their insurance policies and to explore all options available to them before making such a decision. Read more here: https://lnkd.in/gv9EPzws #lifeinsurance #livingbenefits #financialplanning

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:

WHAT HAPPENS IF A LIFE INSURANCE POLICY LAPSES? In 2023, a significant amount of money in death benefits, inheritance, charitable donations, and cash value went unclaimed as policyholders surrendered their insurance policies. This unclaimed money represents a loss for both the beneficiaries who were due to receive the benefits and the charitable organizations expecting donations. Instead, the money flowed back to insurance companies, highlighting the widespread issue of policy surrender. It is essential for policyholders to understand the implications of surrendering their insurance policies and to explore all options available to them before making such a decision. Read more here: https://lnkd.in/gcPgiy3f #lifeinsurance #livingbenefits #financialplanning

As you consider naming your beneficiary, try to imagine a world without you. Will your children need money for college? Will your parents need a financial boost? Is there a charity you want to support? Learn more at https://bit.ly/3LxbF7y

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: