How Getting Sued Almost Ruined Me—Until I Found the Ultimate Cheat Code for Business Protection

Business Protection

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Let me tell you a story that I wish someone told me before it was too late.

A few years ago, I got sued by a company over a business dispute—something related to intellectual property. I’ll spare you the legal jargon, but I was terrified. I thought I had everything lined up. Good income, solid business, decent savings.

But I quickly learned the hard truth:

When you don’t have protection in place, everything you’ve worked for is on the line.

At one point, I truly believed I was going to lose it all—my business, my assets, my peace of mind. Thankfully, my lawyer was sharp and helped get me through the storm. But the emotional toll? The sleepless nights? The realization that I could’ve prevented most of this? That stayed with me.

So I went down the rabbit hole. I started researching how successful people protect their wealth. And I walked away with two game-changing lessons that now form the core of my financial strategy—and what I now teach my clients.

✅ LESSON 1: If You Own a Business, You NEED a Trust

I’m not talking about a generic online template. I’m talking about a layered, well-designed trust that removes your name from everything.

You don’t want to own anything personally. The trust does.

That way, if someone comes after you, they can’t take what you technically don’t own. Homes, bank accounts, even cars—structured right, they’re shielded.

Setting it up isn’t nearly as expensive as you’d think. Most attorneys will do it for $1,000 to $3,000, and you only have to do it once. After that, you’re playing chess while everyone else is playing checkers.

✅ LESSON 2: Build “Untouchable” Assets

Here’s where it gets powerful.

During my research, I stumbled across the Executive Bonus Plan—a strategy used by top execs and smart entrepreneurs to fund Indexed Universal Life (IUL) policies and Fixed Indexed Annuities (FIAs).

IULs blew me away.

I got a cap rate of 14% with no downside risk. I’m participating in the S&P 500, tax-advantaged, and best of all—if someone tries to sue me again and asks what I own? Nothing.

Why?

Because my trust owns the policies. The cash value builds quietly, safely, and totally off the radar.

Then I started stacking with FIAs. These gave me more stability and lawsuit protection than any savings account ever could. Plus, they’re not subject to annual taxes like CDs or regular investments.

Here’s What Most People Don’t Realize:

A lawsuit doesn’t have to come from a business deal gone wrong.

It could be your teen getting into a car accident.

It could be a slip-and-fall on your property.

It could even be a divorce, bankruptcy, or health crisis.

I’ve seen families who lost $60,000 because that money was just sitting in a bank account—completely exposed. If it had been inside a trust-owned FIA or IUL? It would’ve been untouchable.

So What Should You Do?

If you’re serious about protecting your money, your business, and your peace of mind, take this seriously.

☑️ Set up a trust

☑️ Start funding it with shielded assets

☑️ Use tools like IULs and FIAs to grow your money safely

And stop letting the bank be the only one winning.

You don’t need to dump all your money into these products. But you do need a safety net.

Let’s Get You Protected

I work directly with an amazing attorney and a network of insurance carriers offering top-tier IULs and annuities. You can do the whole thing—from setup to funding—right from my office.

📍This is hands-on. Personal. Real protection.

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Don’t wait until you get sued to wish you had done this sooner.