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.
