IGS HeirMail® Newsletter Editions 2013
HeirSearch.com is a PROUD supporter of National Financial Literacy Month.
National Financial Literacy Month is recognized in the United States in April in an effort to highlight the importance of financial literacy and teach Americans how to establish and maintain healthy financial habits. National Financial Literacy Month is not just for retirees. Adults and youth of all ages are increasingly becoming aware of the value of money management and protecting their financial future.
C.Tim Rodenbush, President and CEO of IGS Inc. (HeirSearch.com) is pleased to welcome Professor Charles E. Rounds Jr. as a contributing writer to HeirMail®, our industry newsletter. HeirMail® is part of our educational outreach program to the Trust and Estates community. Charles is a Professor of Law at Suffolk University, Boston and is the author of the 2013 Edition of Loring and Rounds: a Trustee's Handbook (114 Years Serving the Trust Community) enter code ROUNDS for 20% off your handbook purchase!
"We're betting the heirs were pleased to receive notice of their inheritance directly without having to sign a contract with a percentage based heir search firm taking as much as $2.0 million as its fees, just for finding them... At IGS "We Find Missing Heirs A Better Way"
90,000 New Yorkers share $665m windfall in unclaimed life insurance payments
"IGS applauds the state of NY for setting up a website where beneficiaries can submit claims. Learn more about how IGS can locate high volumes of beneficiaries at low cost, call us today at 1.800.663.2255 or email igs@heirsearch.com"
IGS is pleased to announce we have officially gone live with our SalesForce CRM system. With cloud computing we eliminate software and hardware headaches allowing our staff to do what they do best…meeting the service needs of our clients in the most timely and efficient manner.
The Heckerling Institute on Estate Planning is the nation's leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals.
We will be attending and hosting our own booth at the 47th Annual Heckerling Institute on estate planning conference January 14-18th in Orlando. Come by and visit for a chance to WIN!
Thank you for stopping by the IGS booth at this year's 47th Annual Heckerling Institute on Estate Planning. Many of you entered into our draw for a beautiful Mont Blanc Pen. We are pleased to congratulate Mr. Sean Weissbart of Morris & McVeigh LLP, New York, was our 2013 winner!
