Kiselis-McConville Brokerage Services, Inc.

210.341.3414

The Facts About Income Tax Making Your Tax Bracket Work When Do You Need a Will? Estate Management 101

We provide consultative services and products for producers who are licensed to sell life insurance in Texas. At KMBSI, we pride ourselves in providing first rate service coupled with professional support. Whether it is term or permanent, disability, long term care insurance or annuities, we have the dedication and knowledge to service each of our clients and their particular needs.

 

 

Thirty Years !!!!   Help us celebrate our thirtieth year serving the brokers of South and Central Texas.  We continue to innovate even after 3 decades!  The life insurance industry is ever-evolving.  Never before, has the demographics of your clients and how they interact with you been so heavily weighted to the online world. However, building and maintaining personal relationships with your clientele is still a pivotal factor in the life insurance industry. Allow us the opportunity to provide you with new ideas and tools to enable you to keep pace in a rapidly changing market.

 

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Your DNA Test

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

 

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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