Asset Protection for Individuals

Asset Protection

Protecting Your Assets against Life’s Uncertainties

Whether it’s your automobile, boat, motorcycle, or estate, you’ve worked hard to attain, keep, and protect your assets. By using life insurance as asset protection, you are able to protect your current assets while providing an income tax-free death benefit to the beneficiaries of the policy. For estates, asset protection helps protect the value of your estate and allows you to have the funds available to pay estate taxes without tapping into retirement and investment accounts or having to sell property.

Helping You Secure Your Financial Future

Depending on your overall financial needs and goals, asset protection life insurance is catered to your unique situation and provides coverage to help protect your family.

When you work with CBIZ, you always have the support of a trusted advisor backed by national resources. Our ultimate goal is to help find you the correct level of coverage to meet all of your family’s financial obligations, securing your peace of mind and a solid financial future.