JANUARY 2008
   
 
Your Asset Protection Plan

by Rich Schlueter

You and your advisor have worked diligently to examine your objectives in life and to invest accordingly. Putting an asset protection plan in place is often given little consideration or ignored altogether. What kinds of insurance should you consider? Different insurance products offer various benefits and protection. It’s important to carefully consider and discuss your needs with your advisor in order to determine the best plan for your lifestyle.

Life Insurance

Life insurance can be used for purposes beyond traditional income protection. Examples include tax planning, charitable planning, legacy planning, business planning, estate planning, income planning, etc.

Long-Term Care Insurance

The average cost of care in the Twin Cities can exceed $60,000! Planning ahead can help avoid this astronomical cost and save you time and worry.

Disability Insurance

For many of us, the ability to continue earning an income is our greatest asset. Are your finances prepared to support you should something happen?

Property and Casualty Insurance

Clients often tell us that a review of their current coverage is extremely valuable. Doing this can help strengthen and update your plan.

Health Insurance

Health Insurance is a complex issue; navigating the many choices alone can be incredibly overwhelming. Having an advisor help you determine a good fit can make it a much simpler process.

Call Wealth Enhancement Group today to find out how we can help you assure a greater likelihood of seeing the results of your hard work become reality.

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Wealth Enhancement Group
1905 East Wayzata Boulevard, Suite 300, Wayzata, MN 55391
800-492-1222 | www.wealthenhancement.com
Securities offered through Linsco/Private Ledger. Member NASD/SIPC. Advisory services are offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Other services provided are not affiliated with Linsco/Private Ledger.