The Master Planner

Over the past twenty years, the field of financial planning has undergone tremendous change and evolution.  As financial planning has grown as a profession, it has attracted many individuals from various areas of the financial services industry and with varying levels of skill and professional competence.

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Many believe that there is an oversaturation in the market of financial services professionals who tout themselves as financial planners or who offer planning services.  While many “planners” view financial planning as a mere pretext for an insurance or securities sale, elite financial planners understand the real value of comprehensive financial planning and offer their planning services without regard to a product sale on the back end.

The growing base of affluence for members in the Global Information Network means a growing pool of prospects with prevalent needs for estate planning, business succession planning, and other types of planning.  Strategic repositioning of assets and use of leveraging strategies through specialized trusts, valuation discounts, and other planning techniques will be of great value to this prospect group.

In general, members in the Global Information Network are socially conscious and seek to make a positive impact on the world.  These qualities make them prime candidates for the use of charitable planning strategies that allow them to achieve their charitable goals through charitable trusts and foundations.

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The growing base of affluence for GIN members means a growing pool of prospects who need all types of comprehensive financial planning.


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As a member in the Global Information Network, you have the opportunity to promote your financial planning services to other members and to establish yourself as a highly professional, top-rate, financial planner within the GIN network.

Establishing a stellar reputation in the Global Information Network can lead to more referrals, and thus, more business, from contacts both inside and outside GIN.

Click the link for more information regarding business promotion opportunities in the Global Information Network.

Since the sunset provisions of the Economic Growth and Tax Relief Reconciliation Act (EGTRAA) will take effect at the end of 2010, many estates that previously had not been subject to federal estate taxes will be recaptured and will become liable for paying estate taxes.

This situation requires planners to educate their clients about these changes and to help them plan accordingly.  Because the Global Information Network is a society of super-affluent, affluent, and emerging affluent members, elite planners, like you, who can educate clients will demonstrate great value to GIN members and gain new clients in the process.