How to Keep Your Financial Footprint “Off the Radar”

It is absolutely critical to understand this rule of Asset Protection: If they can’t see you, they can’t sue you. Privacy is the cornerstone of lawsuit prevention…and lawsuit prevention is the nucleus of Asset Protection. You can stop legal actions before they ever begin by being financially invisible – the 3rd Pillar of Private Banking Strategies – […]
Safe Place to Keep Your Cash

Previously, Warren Buffett – the “Oracle of Omaha” and one of the most successful investors of all time – issued this warning in a recent annual letter to shareholders: “Stock market losses of 50% or more are not only possible but inevitable in the future.” Buffett discussed how over the next 53 years, we should […]
Is Your Money Safe in a Universal Life Product?

Just remember, “There are no deals in insurance.” It is always a “risk vs. cost analysis” for insurance companies, no exceptions. Insurance simply comes down to performing a math problem of statistical probability to leverage and pool the risks of those insured. Life insurance, as with all insurance, is the actuarial science of statistical probability. […]
Asset Protection Works Best When You Technically Don’t Need It.

If you need it and don’t have it in place, then it’s too late! Have you ever heard the old adage “Hope for the best, but plan for the worst”? That is very sound wisdom when it comes to asset protection. Many people only hope for the best but they fail to plan for the […]