Asset Protection Inside and Out of Life Insurance

Many asset protection planning techniques exist for use by those who are concerned about the possibility of potential future creditors. Exemption planning and, specifically, the use of life insurance and annuities in exemption planning, as well as the use of qualified plans and Individual Retirement Accounts, is but one those techniques - albeit perhaps the most important one for financial planners to fully understand.

Learning Objectives:

• Attendees will learn what financial products are exempt from creditors, both inside and outside of Bankruptcy, and under what circumstances, in order to be able to advise clients as to the asset protection benefits of such products.
• Attendees will learn more generally about exemption planning as an important asset protection planning technique, in order to be able to advise clients more broadly about whether and under what circumstances they might be protected from potential future creditors.