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VIDEO LIBRARY IS SORTED IN ALPHABETICAL ORDER BY TITLE.

Buy-Sell Agreements: A Bird's Eye View

Buy-sell agreements are critical for closely-held business and yet they are
often ignored or given little attention. But, a current, funded buy-sell is key
for avoiding disaster in the future. Did you know CBS Brokerage provide
complimentary buy-sell reviews?

November 2021 | 11 Minutes

CBS Brokerage offers complimentary Buy Sell Reviews for your clients

Offering value-add services rather than only products or asset management will
set you apart. Their business is your client’s most important asset; its
tentacles reach into every aspect of their financial life. Reviewing buy-sell
agreements opens various sales opportunities, such as wealth transfer,
retirement, and risk management planning. Additionally, offering buy-sell
reviews will expand your network, bringing you into meaningful contact with your
client’s other business partners and advisors.

November 2021 | 10 Minutes

Emoney Results of Allocating some Bonds to Income Annuities

Emoney Results of Allocating Some Bonds to Income Annuities. The 30 year bond
bull market is over for a specific identifiable reason, which implies that the
negatively correlated relationship to equities, which has been so beneficial is
diminished or may reverse. 6 min video demonstrating through Emoney how
allocating a portion of the bond portfolio to fixed income portfolio of insurers
general accounts using income annuities for pre and post retirees can improve
the probability of successful retirement outcomes by improving risk adjusted
fixed income returns with an income approach that simultaneously reduces
sequence of return risk.

March 2021 | 6 Minutes

Installment Sales to Intentionally Defective Grantor Trusts

Help business owners, with federally taxable estates, have family participate
materially or only financially in the business, save millions in estate and gift
taxation, using minimal or no lifetime exemption, maintain control of the
business, receive economic value from the assets transferred and have an exit
plan to retain, swap, change taxation, leverage the funds in trust to pay
whatever reduced estate taxes remain and unwind the whole plan and bring the
assets back into the estate if the client wanted to.

April 2020 | 10 Minutes

Life as an Asset Class In Retirement

A retiree should expect between 4 and 6 bear markets in retirement. Sequence
risk can become fatal to a financial plan if the client lacks an uncorrelated
asset. As trusted financial advisors, it is incumbent on us to recommend
financial products that can provide the reserves to forge through negative
return years. If you have clients between the ages of 35 and 55 saving for
retirement, you should show them how they can supplement their plan with an IUL
or whole life to help address sequence risk and improve the probability of
financial success in retirement.

May 2022 | 8 Minutes

Non-US Citizen Estate & Marital Deduction Planning

How qualified domestic trusts(QDOT) offer non-US citizens deferral of estate
taxes till the 2nd spouse to die, similar to how US Citizens use the unlimited
marital deduction or marital deduction trusts to do the same.

September 2020 | 5 Minutes

Tax Leverage

Life Insurance in a Qualified Plan. Can the math make sense?

September 2021 | 11 Minutes

Tax Planning for Stepped Up Basis Using Actionable Balance Sheets

Tax planning for stepped up basis and estate tax planning using “Actionable”
balance sheets that enable clients and their professional advisors to have a
common framework to make actionable decisions upon that will optimize the amount
clients keep for what they are building.

April 2020 | 9 Minutes

Tax Planning for the Sale of Low Basis Assets Using CRUTs

CRUTs are an income tax planning technique to help clients eliminate all or a
portion of the taxes in the year of the sale and provide an income tax
deduction, while deferring taxation over a chosen term of years that may drop
the marginal capital gains rate paid, and generates a stream of income that
keeps pace with inflation and also helps charities only at the conclusion of
term of years.

December 2021 | 6 Minutes

Two Individual vs. One Joint Irrevocable Trust for Married Couples

Why two individual vs. one joint Irrevocable trust for married couples with
federally taxable estates creates living benefits for the grantors, funding
options, flexibility and an exit plan

October 2020 | 4 Minutes

Unlocking C Corp Earnings

Unlocking Corporate Earnings. How a C Corp. can reduce the taxes on retained
earnings.

September 2021 | 12 Minutes

Use GRATs with NHW Clients to Capture a V Shaped Market Recovery & Capture New
Business

Wealth transfer technique for clients with federally taxable estates that
creates the opportunity to contribute assets with low valuations, for example
during bear markets, get the contributed assets plus the IRS mandated 7520
interest rate back (currently 1.2%) over a 2 or 3 year term of years, while
enabling any excess returns above the 7520 rate to be distributed to
beneficiaries at the end of the GRAT term free of gift and estate taxes.

March 2020 | 4 Minutes

U.S Life Insurance For Foreign Nationals

International HNW families with U.S. assets seek out domestic life insurance for
its favorable tax treatment, flexibility, liquidity and certainty in their
wealth planning. You need expertise to navigate solicitation and eligibility
requirements in this specialized market. This video demonstrates that CBS stands
ready to help you succeed with foreign national insurance planning!

June 2022 | 14 Minutes



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