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.

SCHEDULE A DISCOVERY CALL

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.

SCHEDULE A DISCOVERY CALL

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.

LET’S TALK