Accumulating wealth is difficult enough; once you have it, you’ll need to protect it. Too many people build up a nest egg for themselves, or inherit wealth, and don’t know what steps to take to make ...

Wealth protection is the composite of two disciplines that can significantly benefit the affluent – asset protection planning and personal security. Moreover, while they are conceptually two distinct ...

“Wealth protection is the coordinated combination of asset protection planning and family security,” explains John Bowen, founder of CEG Advantage. “We’re finding that the wealthy are very interested ...

Did you know the lawsuit industry is $233 billion dollars strong in the USA? The number of lawsuits is rising, too. When economic times get tough, some people see a civil suit as an easy way to get ...

Building wealth is a testament to years of dedication, smart investments, and meticulous financial planning. Yet, the journey doesn't end there. To truly secure your financial legacy, you must take ...

Wealth management is a critical concept. As you work, invest and earn money, it’s important to properly manage that money and the assets you buy with it. In doing so, you can grow your wealth over ...

Success frequently comes with a significant drawback: it can make you a potential lawsuit target! This includes unfounded and frivolous lawsuits that can devastate your financial well-being. That ...

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a ...

You’re ready for retirement. You’ve successfully saved for decades, and now you and your spouse are prepared to ride off into the warm sunset of retirement. Plump tax-deferred retirement account ...

The transaction, which closed Jan. 5, should strengthen Protective's market leadership and expand dealer wealth solutions ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...