Trusts can be structured to allow access through property exchanges and loans, which can help motivate clients to act before exemptions sunset in 2026. Read more below: #trusts #provisions #wealthtransfer #planning #insurance
Financial Designs Ltd.
Financial Services
Denver, Colorado 1,147 followers
Traditional values, modern solutions
About us
Financial Designs Ltd. (FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies. We bring a high level of experience and a collaborative team approach to meeting clients' needs, many of whom we've served since our founding more than 50 years ago. We utilize our experience to navigate the ever-changing tax and regulatory environment, while helping deliver innovative, cost-effective financial solutions to our clients. As a leading Member Firm of M Financial Group, we offer institutionally priced insurance products that are unavailable through the traditional retail or brokerage channel. Financial Designs' spirit of giving back to the community is shown by annually supporting more than 50 charitable organizations. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc., nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Financial Designs Ltd. is independently owned and operated. CA Insurance License #0L28049
- Website
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http://www.fdltd.com
External link for Financial Designs Ltd.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Denver, Colorado
- Type
- Privately Held
- Founded
- 1970
- Specialties
- Wealth Transfer, Executive Benefits Solutions, Business Planning, and Bank Owned Life Insurance
Locations
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Primary
7979 E Tufts Ave, Ste. 1550
Denver, Colorado 80237, US
Employees at Financial Designs Ltd.
Updates
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Join us on Tuesday, July 23rd as M Financial Group hosts a webinar discussing the recent U.S. Supreme Court decision in Connelly v. United States and its significant implications for estate and business planning. At the conclusion of the event, there will be an opportunity to ask questions and learn how to navigate the new landscape of estate tax valuation. Please register with the link below: https://lnkd.in/giwVcT6R
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The Buy-Sell Life Insurance Limited Liability Company can be an effective way to manage a buy-sell between 3+ parties. Read more in the article below: #buysell #lifeinsurance #consideration #planning
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Wishing everyone a memorable and safe 4th of July celebration! #celebrate #independenceday #july4th #summerfun
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We're beating the heat and testing our skills at the FDL Indoor Putt Putt Palooza. Shout out to Katherine Grimm for her creativity building the course and putting together this fun employee event! #summer #fridayfun #minigolf #fdlteam #50yearsstrong
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"Juneteenth has never been a celebration of victory or an acceptance of the way things are. It’s a celebration of progress. It’s an affirmation that despite the most painful parts of our history, change is possible – and there is still so much work to do." – Barack Obama #juneteenth #history #change #forthebetter
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On June 6, the U.S. Supreme Court affirmed the 8th U.S. Circuit Court of Appeals’ decision in Connelly v. United States. This directly impacts the estate tax valuation of businesses engaged in stock redemption/entity purchase agreements funded with life insurance. Read more about the Connelly case below: #connellycase #lifeinsurance #reviews #planning #valuation
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In a highly global economy, many wealthy citizens of other countries have property or business interests in the U.S. which have created the need for life insurance sales in the U.S. This article defines the parameters of these programs, identifies benefits of global citizens purchasing U.S. life insurance and offers key tips for writing this type of business. #lifeinsurance #benefits #keytips #globalcitizen #planning
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Join us in honoring and remembering our nation's heroes. #memorialday #courage #sacrifice
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For Disability Awareness Month, we are shining a light on Key Person Disability Insurance. Key Person Disability Insurance provides the funds necessary to continue normal business operation and minimize disruption should a key person become too sick or injured to work. Check out this article to learn more: #disabilityawareness #keypersondisability #insurance #planning