Asset Protection

Protect what matters most in life.

Asset protection is an integral part of a complete wealth management strategy. Whether it be insurance coverage for home, auto or life, protecting our assets ensures our loved ones are taken care of and our financial well-being is secure in the event of an unforeseen disaster.

In this section you’re taught the insider’s guide to buying insurance. Your life is constantly changing and the coverage you need may change as well. You will learn what coverages you need for your personal situation now and what is available that may benefit you in the future. We will explore the options in homeowners insurance, car insurance and the various types of life insurance programs including: Whole Life, Term Life, Indexed Universal Life and Variable Life.

You will understand how to protect your assets with properly designed insurance policies based on what you and your family need vs. what your agent encourages you to buy.


Real Estate Insurance

Real Estate or Homeowners insurance is essential protection for all homeowners. If disaster strikes, you don't want to be left with a pile of rubble and no money or insurance to cover the cost of repairing or rebuilding your home. Read more...

3 Reasons to Review Your Life Insurance Policy

An annual review can result in lower premiums, a higher death benefit for your beneficiaries and/or a more substantial cash value for you to access when you need it. There are three major factors that affect the performance of a life insurance policy; Read more...

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