Issues We Have Seen Recently That May Be A Big Problem For You
There are many types of risk. The focus recently has been on business, career and stock market risk.
In reviewing situations over the last year, we have been seeing other risks:
In other words, what assets are at risk if any of the above happened? What would happen to how you live if any of the above happened?
In our program, we have a module called The Lifeboat Drill which covers these situations and more. We are seeing much “opportunity” to reset and reduce cost of life insurance, better cover risk with life insurance and put assets beyond the reach of unreasonable lawsuits or bankruptcy.
Sometimes we get a call from someone that says an event just occurred and where they need to protect themselves. Unfortunately, once the event occurs, it is too late. If you have not reviewed your family’s life insurance and asset protection recently, call us now.
The Comprehensive Independence Builder
If you are interested in learning more about risk management and life insurance and how it can help you avoid or escape a major loss of wealth (quality of life), please contact us. You may also wish to learn more about our unique process for Business Leaders called The Comprehensive Independence BuilderTM, in which we address all of the obstacles you face and help you use innovative strategies to protect and enhance your business, improve your quality of life and better achieve your goals.
To schedule your Independence Exploration Session or for more information on managing your risk, please contact us at 800-786-4332, or firstname.lastname@example.org
P.S. If you have not discussed the Roth Conversion option for your IRA, that is an important “tax risk” opportunity you should consider.
P.S.S. Laurel Vadala has a great story about working smart and not just hard….
Years ago, I served in a Director level position for a non-profit organization.
To raise money, I organized and worked a yard sale which resulted in tons of man-hours of work, unbelievable heat on the day of the event, and at the end of the day we had only generated around $100.
A member of our Board of Directors pulled me aside and explained that I was going about this all wrong. He set a lunch with a potential donor, brought me along to the meeting, and after about an hour we walked out with a big check.
The moral of the story is: Work Smart, Not Hard.