This course delivers a comprehensive, hands-on approach to integrating insurance planning and legal entity structuring into one cohesive system of asset protection. While many professionals rely solely on insurance or legal entities, true financial safety requires strategic layering of both—where policies absorb immediate risk and entities act as long-term shields.
Participants will learn how to evaluate, select, and synchronize coverage types (liability, umbrella, professional, property, cyber, etc.) with the correct ownership structures (LLCs, corporations, partnerships, and trusts). The course emphasizes real-world structuring techniques, claim prevention strategies, and compliance alignment, culminating in a personalized protection blueprint that maximizes both legal and financial security.
Course Objectives
By the end of this course, learners will be able to:
-
Understand how insurance and legal structures interact to reduce exposure.
-
Identify key vulnerabilities that require coverage or legal containment.
-
Design multi-layered protection plans using complementary tools.
-
Evaluate insurance contracts and exclusions from a legal perspective.
-
Structure ownership and entity control to optimize coverage efficiency.
-
Integrate risk transfer (insurance) and risk segregation (entities) into one unified plan.
-
Create a systematic review and maintenance process to ensure enduring protection.
