Brian T. Metzger, LUTCF President of Business Development

Thank you all for the incredible B-Day wishes. I'm blessed to have such a supportive & kind circle of friends & family! May we all prosper in the year ahead of us!

It’s hard to express how truly amazing my beautiful & brilliant wife is at life. An obsession with raising our kids, running multiple businesses, and a dedication to always learning to best serve our amazing clients! Often we’re not recognized for going the extra mile. However, every so often, we cross paths that can lead to something special. That special path was Author Eduardo Briceno. Congrats on being acknowledged in yet another book & article. Soon to hit bookshelves in all the airports and stores. Grab a copy & say congrats to my incredible wife Lizzie Dipp Metzger next time you see her!

Sic ‘em Bears! Go !

Check out Crown Wealth's team fundraising page for YWCA El Paso del Norte Region Crown Wealth is proud to partner with the YWCA to take a stand against family violence and help raise funds to support services for survivors of family violence and sexual assault 

Honored to have achieved MDRT

Since 1927, the Million Dollar Round Table (MDRT), has provided its members around the world with access to valuable resources and a vast network to help them achieve lifelong career success in the financial services profession. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

BRIAN METZGER NAMED MEMBER OF MILLION DOLLAR ROUND TABLE Brian T. Metzger, LUTCF, has earned membership in the Million Dollar Round Table (MDRT) for 2021.

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!

Prepare to thrive after the pandemic. Bolster your supply chain with these tips that will help you now and in the event of a future crisis.

Reconfiguring the business owner’s supply chain after the pandemic | New York Life As business owners move to reopen, now is the time they should evaluate their supply chains.