Are You Protecting Your Assets the Right Way?
Manage episode 451273041 series 3578674
Unlock your financial potential and secure your wealth with essential asset protection strategies!
Take back CONTROL of your financial destiny with insights from Eric Miller and Eric Gersch as they reveal the secrets to safeguarding your assets.
Maximize the value of your hard-earned money by understanding legal frameworks, leveraging insurance, and establishing robust business entities and trusts.
Building personal wealth and achieving financial freedom is within your reach, especially if you're a practice owner facing unique challenges.
Become a Financial Beast by expanding your business with these powerful strategies.
Econologics Financial Advisors, LLC offers educational content to help you navigate recession risks and become a savvy financial advisor for your practice.
Join us in securing your financial future and ensuring your assets are protected.
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CHAPTERS:
00:00 - Intro
01:47 - What to Do Without Me
02:38 - Understanding Asset Protection
06:38 - Assets to Protect
08:59 - Tools for Asset Protection
11:35 - State Laws on Asset Protection
12:29 - Bulletproof Asset Protection Strategies
13:21 - Importance of Insurance
16:46 - Life Insurance Explained
18:13 - Disability Insurance Overview
20:07 - Long-Term Care Insurance Insights
23:18 - Business Entities for Protection
25:54 - Cost of Asset Protection
26:36 - Timing for Asset Protection
28:12 - Recap of Asset Protection
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Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.
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