PROTECTING ASSETS…

  • Federal and/or state exemptions for cash value
  • Potential extra protection for policies in irrevocable trusts
  • Proceeds can be passed to beneficiaries without creditors’ claims

Designing a plan to protect your assets doesn’t have to be complicated. To learn more about how to protect your assets, talk to a Camas Wealth Advisor today for a consultation.

PROTECTING FAMILY…

  • Ensure your family in the event of a breadwinner’s death
  • Guaranteed death benefits in some policies
  • Death benefits can be transferred tax-free

Designing a plan to protect your assets doesn’t have to be complicated. To learn more about how to grow your wealth, talk to a Camas Wealth Advisor today for a consultation.

PROTECTION CHOICES…

  • Annuities for retirement income and savings
  • Long-term care solutions for life insurance and health care planning
  • Flexibility in plan design to suit your needs

Our Camas Wealth Advisors can explain all of your protection choices. The first step is to schedule an appointment just to talk.