Don't Let the Big Bad Wolf Take Your Wealth with Jim Dew - Genius Network #84

Would you like a checklist of 5 key areas you need to know about to protect your money? Would you like a smarter way to set up your business entities to protect your wealth?

Keep listening.

Jim Dew is president of Dew Wealth Management and has been a compliance officer and regional manager for a national financial services company. His experience supervising financial planners motivated him to start his own independent firm in order to provide unbiased, objective advice.

If you would like access to the complete presentation, the show notes, the links, and the special resources for this episode, please visit GeniusNetwork.com/84.

Here’s a glance at what you’ll learn from Jim in this episode:

A checklist of 5 key areas you need to know about to protect your money Jim tells you how to put together a plan so you assets can't be taken A smarter way to set up your business entities to protect your wealth Liability Insurance 101: What it is, how much you need and exclusions you need to watch out for The difference between revocable living trusts, self-settled trusts, SLA trusts and off-shore trusts C_____ I______: A vehicle savvy entrepreneurs use for transferring risk and gaining greater tax advantages What every entrepreneur needs to know about lawsuits, claims, creditors, accidents and more The benefits and drawbacks of life insurance (and how to use PPLI's to gain all the benefits without the drawbacks)