Protection
Protection is about keeping one event from disrupting everything you are building. Learn how families and business owners can think about income protection, asset protection, death benefits, business continuity, and coordinated risk management.
Insurance may often seem like an enigma, a complex puzzle that’s challenging to decipher. You’re not alone in feeling this way. However, understanding insurance isn’t just a necessity; it’s the foundation for securing your financial future. Learn how to protect your lifestyle with insurance. In our most recent podcast episode, we were delighted to have…
Want to shelter your assets from the prying eyes of the IRS, claims of creditors, or the public? Can creditors take life insurance proceeds after death? In many cases, the answer depends on how your policy is structured. Cash surrender value and life insurance proceeds are exempt from creditors in most states. In this episode,…
Should you be concerned about asset protection? What types of risk should you know about? What you don’t know about protecting your assets CAN hurt you. In this episode, we’re talking with Douglass Lodmell, one of the nation’s leading asset protection experts and founder of Lodmell & Lodmell about asset protection and how it works.…
Have you wanted a way to share your greatest possible gift of love with your spouse, children, and loved ones, but weren’t exactly sure how? The best gift requires out-of-the-box thinking because it’s not something you can buy at Hallmark. Investments Don’t Hug, by Mark Bertrang, shows you how. It’s the most poignant, emotional, and…
The death benefit sounds like the least attractive and most basic part of life insurance. Wouldn’t the only people talking about it be either a doomsayer or Captain Obvious? Far to the contrary! Life insurance death benefit offers a tremendous advantage that enhances your life and makes it so much richer. So we’re taking…
Whether planned or unexpected, ownership changes happen, and buy-sell agreements using life insurance ensure the transition is smooth, fair, and financially secure. Buy-sell life insurance is a legally binding contract that sets the terms for how an owner’s share of the business will be transferred and funded if they leave, retire, become disabled, or pass…
In today’s competitive hiring landscape, attracting and retaining quality talent requires more than a standard salary and benefits package. The Executive Bonus Plan can be the ideal “golden handcuffs” for the top talent you can’t afford to lose. In truth, associating long-term dedicated employment with slavery seems a bit archaic and melodramatic. We all know…
If you’re wondering what key man insurance is and why it matters, it’s a powerful way to reduce your company’s exposure to key man risk, in short, the potential loss of revenue and stability if a critical employee can’t work. Key man insurance acts as a safety net when your business loses someone who’s essential…
Life, health, and disability insurance protect you, your body, your wellness, and your livelihood. This range of coverage includes some of the most essential protections. Too often, people ask the wrong questions. This leads them to draw the wrong conclusions about life, health, and disability insurance. As a result, many remain drastically underinsured or forgo the protection altogether.…
Home and auto insurance are two pillars of insurance protection that are almost universally understood to be necessary. However, when it comes to choosing and paying for coverage, you have nearly infinite options. The range of coverage details, exemptions, coverage amounts, and limitations add complexity. This can make shopping for insurance seem like a maze…
The Money Advantage
Ready to take control of your money?
Book a free strategy call and see how these strategies fit your family or business.
Book a Strategy Call →