There are MUCH
better asset protection strategies available to you.
Not exact matches
You adviser can help you choose the
best «
Asset Protection Strategies» for your wealth or investments.
Does an
asset class breadth rule work
better than a class - by - class exclusion rule for momentum
strategy crash
protection?
Generally, for tax and
asset protection purposes, it is
better strategy to have the ILIT purchase the life insurance rather than transferring an existing policy to it.
This is a
strategy that is often referred as the infinite banking concept ® and offers many advantages as
well as
asset protection for business owners who are seeking to build
assets on their company balance sheet.
Discussing the
protection side of a financial plan can help you grow your wealth as
well as learn about the tools and
strategies to protect your
assets.
Generally, for tax and
asset protection purposes, it is
better strategy to have the ILIT purchase the life insurance rather than transferring an existing policy to it.
Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as
well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and
strategy guidelines for individuals and corporations, utilizing portfolio theory and
asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and
asset protection to create financial plans and develop investment allocation
strategies for high net worth clients
Dyches has written books and teaches seminars on Financial Freedom,
Asset Protection, The Corporate Fortress, The Nevada Corporation, Limited Liability Companies & Partnerships, Real Estate Investment Using Self - Directed IRAs, Advanced
Strategies, Business Tax
Strategies, Estate Planning with
Asset Protection, Guerrilla Bankruptcy Tactics for Creditors, The Mobile Home Money Machine, Deals in Dirt, Discount Notes & Mortgages, Private Money Lending as
well as other topics.
I read Jay Adkisson's book on
Asset Protection that other folks were touting as the bible on the subject & I've got to say it is a better perspective than anything else I've read.One thing he harps on in his book is if a person uses a professional that puts out marketing materials stressing the use of the strategy for asset protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his time.Th
Asset Protection that other folks were touting as the bible on the subject & I've got to say it is a better perspective than anything else I've read.One thing he harps on in his book is if a person uses a professional that puts out marketing materials stressing the use of the strategy for asset protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his ti
Protection that other folks were touting as the bible on the subject & I've got to say it is a
better perspective than anything else I've read.One thing he harps on in his book is if a person uses a professional that puts out marketing materials stressing the use of the
strategy for
asset protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his time.Th
asset protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his ti
protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money
well spent.Hopefully BP will help me gather a slightly
better understanding so I ask more prudent questions when I do pony up for some hour (s) of his time.Thanks!
We are really looking for someone
well versed on the ins and outs of real estate investing and the
strategies for
asset protection.
Real Estate Advantages is for first - time as
well as seasonedreal estate investors.It reveals the tax and legal loopholes availableand most important, how they can be used together to not only maximize yourincome — but accelerate your income from real estate investing.SharonLechter and Rich Dad's Advisor Garrett Sutton team up for the first time todeliver practical, proven
strategies and formulas — from the perspective ofsuccessful investors, CPAs and
asset protection attorneys — for acheivingthe greatest leverage from real estate investing.Written ineasy - to - understand language, this book de-mystifies the legal and taxaspects of investing with easy - to - follow, real life examples.