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Multigenerational Values Based Wealth
Succession Planning

 


House Of Representatives Passes Bill Requiring a Minimum GRAT Term of
10 Years

Changes have been made to the minimum term of GRATs: This information could greatly affect estate planning for certain clients. Learn more about this legislation here.

Breaking News Archive

Recession Casualty
Premium financing gets whacked as credit is squeezed.
Learn More

Proposed–The Bill, HR 436 was introduced by Congressman Earl Pomeroy (D‐ND) as the “Certain Estate Tax Relief Act of 2009”
Learn More

2010 National Advisors Conference Meeting Overview
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Don’t Miss Michael Mendelsohn
On Wednesday, June 9th
Learn More

 

  

Monthly News Archive

BCI Newsletter October 2010

BCI Newsletter November 2010

BCI Newsletter December 2010

 


   
BCI Benefit Concepts Inc.
5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111
Telephone: (303) 740-8001 | info@benconinc.com




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Disclaimer

Benefit Concepts, Inc. and their agents are presently licensed to sell traditional life insurance in AZ, CA (#0638282, #0793080),
CO, CT, DE, FL, GA, ID, IA, IL, KS, LA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA & WI.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.Proper state registration is mandatory prior to conducting business in any state.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc.,a registered broker dealer and Investment Advisor, member NASD / SIPC.
Benefit Concepts, Inc. is owned and operated independently from M Holdings Securities, Inc.

Benefit Concepts, Inc. is a member of M Financial Group.Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.