Protection Planning
Protection for you – your family, your assets, and wealth
When you think of insurance, its usually to provide money to your beneficiaries after your death to sustain their ongoing lifestyle, or payoff debt such as a mortgage.
Other attributes for insurance products are:
Providing retirement income
Protecting financial security
Enhance after tax wealth
Minimize estate costs
Living benefits
Risk Management and the Guiding Principles we follow!
Money is not the end all, be all. The purpose of money is to provide us the time to do what we want, when we want, with the people we want. Money is a surrogate for our time. Time to live the life that we find most satisfying and full of purpose.
A great tool to help people sort all of this stuff out – and to make a specific life plan – involves the Three Kinder Questions.