Asset Protection Strategies

Financial Advisors are driven to provide long term financial success for their clients. Because of this, we think about things that most people won't think about in their daily life. What happens if my client dies unexpectedly ? What will my clients need in retirement ? How would an illness or injury that impacts their ability to work effect their lifestyle and assets ?

This last one is not something most people think about, but a good financial advisor does. An asset protection and income continuation plan built around a Disability Insurance policy is how your financial advisor can increase the odds that a disruption to your ability to work because of a change in health won't ruin your financial future.