Life insurance in a hostile environment Blog added by Steve Savant on April 26, 2013
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

Seeking shelter in creditor-proof trust instruments and/or life insurance is another tactical defensive planning move that can insulate a business from asset exposure in a business environment. Each state has its published creditor limits for cash values in life insurance and in annuities. It’s important to note that several life insurance policies feature early cash values with no surrender charges that create an ideal cash sanctuary and provides additional death benefit coverage. Steve and Ike devise strategies for the use of life insurance a creditor protected cash item with policies that support early cash value accumulations.

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