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Episode Info:

Episode 13: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 1

The TRUST-CFO® Wealth Preservation Podcast is a series of talks on hot topics with partners Raymond F. Olmo and Josh Saunders as they invite industry leaders to discuss cutting-edge strategies and best practices in planning and administration to ensure successful people (specifically in California) keep more of their money for a better lifestyle and safe, secure and private retirement.

I can buy insurance for that that? Seriously?

Apex Excess and Surplus Line Insurance is a specialty insurance underwriter that specializes in providing insurance for non standard situations. What does this look like? Did you know that you can protect your business against a loss of revenue, loss of a key supplier or key customer or a frivolous employment lawsuit? These types of coverages can save a business that has unknown or outlier risks that are rare – but can happen. We spoke with Bob Spadafore and Jay Stobaugh, the owners of Apex Excess and Surplus Lines, and dug into the weeds of this interesting and often misunderstood segment of the insurance industry. This type of insurance has saved many companies from disaster. This insurance can also be structured in a way that improves cash flow and could possibly save on taxes. This planning can also be used with a California Private Retirement Plan to enhance a business owners protection plan. This episode promises to be entertaining and educational.

Trust-CFO, asset protection, tax exemptions, protect, profit, preserve, wealth protection, high net worth, private retirement plan, private retirement, private retirement plan administrator, protect assets, protect wealth, California Asset Protection Guide, private retirement planning guide, private retirement planning, retirement planning, maximize net worth, Ray Olmo, Josh Saunders, Bob Spadafore, Jay Stobaugh, Apex Insurance.

The post Episode 13: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 1 appeared first on TRUST-CFO®.

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