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Episode Info:

Episode 14: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 2

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.

How to Reduce Taxes and Increase My Protection – What Every Business Owner Should Know

Reducing taxes and protecting the business is the top priority of every business owner. Bob Spadafore  and Jay Stobaugh of Apex Excess and Surplus lines join the Trust-CFO Wealth Protection podcast to talk about the alternative risk mitigation industry. In this episode we talked about insuring against risks that business owners didn’t  know existed or didn’t know they could insure for, such as loss of revenue, loss of a key supplier, loss of reputation, loss of a key customer, employment malpractice, plus many others. Not only can you protect your business and your family but you can also do it in a way that increases cash flow and can defer taxes by financing the premium. This cash flow maximizing strategy has been used for decades by Fortune 500 companies and it can be done for your business also. The best part is when you finance the premium of surplus lines insurance, and pair that with a Private Retirement Plan, the combination of tax savings and asset protection is incredibly powerful. Enjoy the episode and make sure you subscribe on iTunes and Spotify.

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 14: Speaking with Bob Spadafore & Jay Stobaugh of Apex Insurance – part 2 appeared first on TRUST-CFO®.

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