Stocks (equity) / Bonds / Asset backed
securities (ABS) / Bank Accounts, CD’s /
Private Equity, Real-estate
An insurance policy that pays out if you're
unable to work due to injury or illness.
Payment Protection Insurance (PPI) is
supposed to cover your debt repayments if
you can’t work.
Asset protection helps insulate assets in a
legal manner - without engaging in the illegal
practices of concealment (hiding of the
assets), contempt, fraudulent transfer (as
defined in the 1984 Uniform Fraudulent
Transfer Act), tax evasion or bankruptcy
LONG TERM CARE
Long-term care insurance can help you pay
for the care you need, whether you are living
at home or in an assisted living facility or
nursing home. It might also pay expenses for
adult day care, care coordination and other
services, or even possibly help pay costs
associated with modifying your home so you
can keep living in it safely.
Term life insurance provides protection for a
set period of time, while permanent
insurance, such as whole and universal life,
provides lifetime coverage. It's important to
note that death benefits from all types of life
insurance are generally income tax-free.
U.S. government program of hospitalization
insurance and voluntary medical insurance
for persons aged 65 and over and for certain
disabled persons under 65.
TAX FREE RETIREMENT
Money taken out of your contract—when
done optimally, in accordance with Internal
Revenue Code guidelines—is not regarded as
taxable income, as opposed to income from a
traditional IRA/401(k). You can also access
your money tax-free using several methods.
A gift of property , especially personal
property, as money, by will; a bequest
handed down from one generation to the