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In this episode, we ask:
- Do you know we’re so thankful for your questions?
- What happens if you get into a lawsuit with a life insurance policy?
- Who is Sarry Ibrahim?
- What did Sarry learn from working with retirees?
- How did asset protection become a focus for Sarry?
- Are you exposed to things you can’t control?
- Do you have money in safe and secure places?
- Who is at risk?
- What are the other risks?
- What about the shake down?
- What sort of lawsuits?
- What are the most common claims?
- How common are lawsuits in the U.S. each year?
- What’s the chance you will be sued?
- How does one protect themselves?
- Have you googled the exempt assets in your state?
- Which of your assets are exempt?
- Which of your assets are non-exempt?
- Are Bank on Yourself policies exempt?
- What are the questions you need to ask?
- Is this solution 100% asset protected?
- How much will it cost to implement this solution? Are there any recurring costs?
- What are the contribution limits?
- Is it liquid? Can you access money anytime? What are the age or time restrictions?
- Is it exposed to market volatility?
- Can you integrate this plan into other areas of your life and business?
- What is the tax exposure you have?
- Is this solution 100% asset protected?
- How do different vehicles compare?
- What about a 401(k)?
- Are there fees in a 401(k) or IRA?
- Are there contribution limits in a 401(k) or IRA?
- Is a 401(k) or IRA liquid and accessible?
- How might a 401(k) or IRA integrate into other areas of life?
- What is the tax liability on a 401(k) or IRA?
- What about a Bank on Yourself type policy?
- Is a Bank on Yourself type policy considered an exempt asset (in most states)?
- What are the fees on a Bank on Yourself type policy?
- What are the contribution limits on a a Bank on Yourself type policy?
- Is a a Bank on Yourself type policy liquid and accessible?
- Should you take a policy loan during a legal proceeding?
- Will a policy loan go into your checking account?
- Is a a Bank on Yourself type policy exposed to volatility?
- Can you integrate a Bank on Yourself type policy into other areas of your life?
- How might you use a Bank on Yourself type policy for real estate?
- How might you use a Bank on Yourself type policy for investments?
- How might you use a Bank on Yourself type policy for retaining employees?
- How might you use a Bank on Yourself type policy for retirement planning?
- What about the tax liability with a Bank on Yourself type policy?
- What if tax rates go up?
- Would you like learn more about Sarry and visit finassetprotection.com?
- What happens when you’re coming “down the mountain” in retirement?
- Are you a business owner?
- Are you a lawyer?
- Are you a real estate investor?
- Are you prepared for a predator?
- Are you prepared for a creditor?
- Have you googled the exempt assets in your state?
- What are people saying?
- Would you like a FREE book?
- Would you like to leave us a message at SpeakPipe before April 19, 2020?
- What does a realistic budget look like?
Sarry Ibrahim graduated from Keller Graduate School of Management with an MBA in Project Management. He started his career at Allstate where he advised clients on auto, home, business, and life insurance. He then went on to become an independent broker, focusing on Medicare Supplement plans and Medicare Advantage plans, due to his passion for helping seniors. He has provided advice to hundreds on health insurance and Medicare. Having worked with seniors, Sarry has seen the struggle that many retirees go through when on fixed incomes as well as going through the hassle of being able to pay for long term care costs. Sarry is now helping individuals (not just seniors) plan for retirement, asset protection, and estate planning to avoid unnecessary risks and exposures to things outside of most people’s control. As a Bank on Yourself Authorized Agent, Sarry helps his clients achieve these results.
