Q&A: IRA Legal Protections, Estate Planning, and Life Insurance

December 1, 2018

Jim and Chris welcome two special guests to help answer questions about Estate Planning, IRA Legal Protections, and Life Insurance.

Life Insurance professional, Sean McKinnon, weighs in on a question about Universal Life Insurance.

Estate Planning Attorney, Peter Scott, returns to the show to tackle three listener questions. An interesting question is posed by a Georgia listener: If an IRA is opened in a state that has legal protections, is it still protected if the owner is sued by someone in a state that does not enjoy the same legal protections? Also, a California listener asks if a 457 Plan will continue to receive creditor protections if it is moved to an IRA and a South Carolina listener wonders how to choose the person to be their estate representative.


Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.