RECEPE FOR FINANCIAL SUCCESS | THE SIX SECRET RECIPES | MEET THE FINANCIAL GOURMET

SECRET RECIPE #2
ASSET PROTECTION GUMBO

Protect your most precious assets

Properly protecting your assets is critical at every stage of your life. You’ll want to purchase life insurance to ensure that your family is provided for in the event of job loss, medical crises, death or other catastrophes. By protecting assets, you’ll ensure your retirement is well funded, and that you won’t out live your resources. Proper planning is critical to ensure that the legacy you’ve spent a lifetime building is available to be transferred to your heirs. You’ll need to determine what’s important to you, and ensure it is protected.

INGREDIENTS

1 vision of your legacy
2 cups personal insurance, precisely measured and purchased
1 ¼ cups sliced estate planning
1 ¼ cups of estate taxes reduced
1 16 oz. bag legal documents
1 TBSP safety
1 TBSP security
1 sprig beneficiary knowledge, minced

PREPARATION

1. Envision your 100-year legacy.
2. Acknowledge immediate, personal financial needs.
3. Develop future generation benefits.
4. Consider decades of charitable contributions.

COOK TIME

Set over a medium low fire now and let simmer for the next 100 years.

YIELD
After properly preparing this recipe, you can expect to realize the difference, not only for your life, but also for the lives of your children and grandchildren. With the right amount of personal insurance in place, you can provide for your family’s needs in the event of a crisis. Properly executed, asset protection preparation can create a legacy and change the financial future of your family for generations to come. Your forethought can provide legacy gifts to family and community, and ultimately, allow you to live a life of meaning and purpose: A gourmet life.

How Much Insurance Do I Need?

Determine Estate Planning Goals