Kristi Dietz’s Post

Why is Asset Protection & Insurance Vital for Investment Property Owners? I’ll tell you why—it can make or break you! I’ve been investing since 1997 and have purchase 24 investment properties. From my experience, protecting yourself and your assets is one of the most crucial things you can do. It’s more than just picking the right insurance policy—it’s about having a trust, safeguarding your assets, and protecting against liability, both now and for the future. 🛡️🏠 Join my FREE presentation to learn all the essentials on asset protection! Whether you’re a new investor or experienced, this is info you can’t afford to miss! 💼✨ @marshallreddickrealestate #RealEstateInvesting #AssetProtection #FinancialFreedom

There are many ways to help ensure your loved ones are cared for, ranging from investments to life insurance. By handling the necessary steps now, you can pave the way for a brighter financial future for your children and grandchildren. Do you know where to start? We do. Let us help. https://lnkd.in/ekgY-Sr #InvestingForTheFuture #WealthManagement #InvestInYourFamily #FinancialPlanning

If you have invested time and money into building a commercial property portfolio, like any asset of value, it is important that your investment is protected with the right insurance. Learn more ⬇️ #BuildingsInsurance #CommercialProperty #CommercialPropertyPortfolio

If it’s been a while since you’ve reviewed your life insurance or estate strategy, you could be missing out on new opportunities from recent rule changes. Recent laws may have impacted your existing or future plans. This FREE guide breaks down what you need to know - check it out!

Running a business? Don't let these asset protection mistakes sink your ship! 👉Ignoring Insurance: Without proper coverage, lawsuits and disasters could wipe you out. 👉Mixing Personal & Business Assets: A lawsuit against your business shouldn't threaten your home. 👉Putting All Your Eggs in One Basket: Create separate entities to protect different parts of your business. 👉Transferring Assets Incorrectly: Moving assets to protect them is smart, but do it legally to avoid trouble! 👉Neglecting Asset Protection Trusts: These trusts can be your ultimate fortress against creditors. Protect your hard-earned business! Contact us for expert advice on asset protection strategies. . . #accountica #assetprotection #businessowner #riskmanagement #insurance #corporateveil #silostrategy #assetprotectiontrust #financialsecurity #wealthmanagement #businesstips #legaladvice #protectyourbusiness

Missing key coverage enhancements is the #1 issue I see when analyzing coverages for investment advisors. Correcting this issue is critical and can make all the difference as to whether a financial loss will be covered by insurance or not. And as the only 100% commission-free corporate broker in the US, Altus Partners, Inc. doesn’t profit from recommending additional coverages to fill those identified gaps. Our proprietary fee structure is an assurance of unbiased advice tailored to your needs and best interests. Read more for essential (and objective) E&O insurance advice: https://lnkd.in/ejcz2cQY

Has your homeowners/auto insurance gone through the roof? Here are some tips on the confusing world of property and casualty insurance from some pros we had the chance to chat with!

Our next newsletter is here! - Learn about the changes for NYS Auto Insurance. - Learn about the timing for your Social Security benefits claims - Meet our new team members - Congratulations to our local chapter of BIG I WNY

Clearwater Analytics’ Senior Director and Head of Insurance Christopher Madigan weighs in on two strategic trends impacting the North American insurance asset management market – namely, more insurance firms are partnering with alternative asset managers, and more NA insurers are looking to expand allocations with private assets. The million-dollar question is this: As portfolio managers bring on new strategies, do they have the right technology and operational partners to implement these strategies successfully? Read the full story here: https://ow.ly/oMk250U7p0i

When planning your estate and protecting your assets, investing in a #ParticipatingLifeInsurance plan is essential. This is because they offer the most long-term growth opportunities.