One of the foundational elements of any good financial plan is protecting our assets from loss. Most of us have experience with asset protection through our home and auto insurance policies. But there’s a lot more to it than that!

Asset Protection includes a variety of financial tools. These financial products include protection against lost income resulting from an unexpected death or disability. Asset Protection also includes products that can help replace income used to pay for the services of a professional caregiver, assisted living provider, or nursing facility in the event of a chronic healthcare condition. Finally, we also define Asset Protection to include the variety of products and services that include certain guarantees. These financial vehicles may offer a guaranteed death benefit, such as with life insurance. But some products can include a guaranteed source of income, a specific rate of return, or a guaranty of future insurability.

Let Orion Financial Strategists work with you to analyze and secure the guaranteed portion of your portfolio.