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Smart-Protector : Create Your Own Complementary Asset Protection Plan Now!


Fill out the information below and receive a free asset protection plan via email. We normally charge $250 for this service.   Act now as this offer is for a limited time.   The more thorough you are with your answers, the stronger your plan will be.   Remember, there is no minimum net worth for an asset protection plan. Whatever you have is important to you and a plan can be tailored to meet your needs.

Confidentiality Notice:  All information entered into this form will stay private.  None of your information will EVER be sold or distributed to a 3rd party.  We respect your privacy.  Feel free to read our Privacy Policy.

If you prefer to complete the form anonymously, many of the below fields are optional.  However, in order to create the most accurate plan for you, we request that you fill in as many fields as possible. 

( * denotes mandatory fields. )

 

Your First Name*
(mandatory)
 
Your Last Name
(optional)
 
Your E-mail address*
(mandatory)
 
Phone number with area code*
(mandatory)
 
Country of Residence  
State of Residence
(within the US only)
 
Marital Status?  
Children?  
Own a Home?



How is title vested in your home (in whose name?)  
What is the equity in your home?  
Other than your primary residence, how many residential properties do you own?  
Do you own any rental properties?


If so, how is title vested in these homes (in whose name?)  
How many ?  
Do you own any commercial properties?


How is title vested in your home (in whose name?)  
How many ?  


Do you have brokerage accounts?


How many?  
Do you have checking and savings accounts in your name?





Are you the beneficiary of a trust?


Which of the following trusts do you already have ?

Other
Do you have any investments in limited partnerships, limited liability companies or other corporations?



What is the nature of these investments?  



Do you own a business?


Do you have partners in the business?


Does your business have high accounts receivable?


Does your business have expensive capital equipment?


Is your business incorporated?



What state? (USA Only)
 
What is the nature of your business (what product or service do you provide?)  
Do you consider your business to be lawsuit prone?





Have you ever been sued?


What was the outcome?  
Do you have a lawsuit pending, threatened or expected?



Please explain.
 




Do you own any high priced antiques, art work, or jewelry?


Do you have expensive or unusual cars?


Do you own a plane?


Do you own a boat?





Section 8
What is your approximate annual income?  
What is your approximate net worth?  
What kind of Asset Protection Plan are you open to?

 
     
Can we call you to discuss your plan?


What is the best time to call you?  
     

Please take the space below to tell us any other information that you may consider to be important for us to consider.







   

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