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Palatino Protect Masterclass.
The Palatino Protect Masterclass is a focused educational session that teaches you how income protection, tax-efficient coverage, and legacy planning work together to create a complete protection strategy.
Built for high-income professionals and families, this masterclass helps you understand the Protect Framework before creating a personalized plan.
Limited seats • Live virtual session • No sales pitch
Value Points.
Learn why income protection is the foundation of long-term wealth:
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Understand Disability Insurance, term life, and permanent coverage in a clear, structured way.
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See how tax-efficient protection creates long-term liquidity.
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Explore estate liquidity pitfalls and how to avoid forced asset sales.
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Understand how protection supports private markets, business ownership, and long-term investment planning.
Why You are Here After the Protect Assessment.
Your Protect Assessment showed that you’ve taken some steps toward protection, but key parts of your coverage, tax alignment, or legacy planning are still unclear or incomplete.
This masterclass helps you:
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Build a clear mental model of how protection should support your wealth
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Understand the tradeoffs behind different coverage approaches
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Decide where a personalized plan would create the most value
The goal is simple: once you do meet 1-on-1, you’ll know what questions to ask and what outcomes to expect.
Who This Masterclass Is Designed For.
High-income professionals
who want their coverage to keep up with income, lifestyle, and family needs.
Business owners and real estate investors
balancing liability, liquidity, and legacy.
Families with growing assets
who are unsure if their current coverage is actually structured correctly.
Anyone who took the Protect Assessment
and wants to understand the “why” behind their score before making changes.
You do not need to know products, jargon, or advanced strategies. We’ll start from structure, not sales.
What You will Learn in the Masterclass.
How Income Protection Really Works
We’ll walk through how to think about coverage amounts, time frames, and benefit structures so that your income, lifestyle, and obligations are truly protected, not just “insured.”
The Role of Insurance in Tax & Growth Strategy
See how certain protection structures can support tax-advantaged growth, liquidity, and future income—without competing with your investment plan.
Liquidity, Estate Costs, and Legacy Planning
Understand how estate taxes, debts, and transfer costs create liquidity needs—and how protection can prevent forced asset sales.
How to Read Your Own Protect Score™
We’ll show you how to interpret your pillar scores (Income, Tax & Growth, Legacy & Liquidity) and what each range implies in real life.
What Strong Coverage Design Actually Looks Like
Blueprint-level examples of how high-earning families structure income protection, long-term care, and estate liquidity.
Masterclass Format & Experience.
No product pitches. No on-the-spot decisions. This is about understanding the architecture first.
01
Live, Small-Group Format
You’ll join a live virtual session with a small group of peers. Cameras optional, questions encouraged.
02
45 Minutes of Structured Education
We’ll walk through a clear framework for income protection, tax integration, and legacy design, using examples that mirror real high-income lives.
03
Optional Q&A and Next Steps
Ask questions about concepts. At the end, you will see if a personalized Protect Coverage Review is the right next step.
What You will Leave With.
A clear understanding of how protection fits into a complete wealth plan
A short list of questions to ask any advisor or insurance professional
A stronger grasp of what your Protect Score™ is really telling you
A practical sense of your top 1–2 priorities moving forward
How the Protect Score™ Fits Into This Session.
Your Protect Score™ breaks assessment results into three pillars:
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Income Protection Strength
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Tax & Growth Efficiency
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Legacy & Liquidity Readiness
In the masterclass, we’ll:
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Show how each pillar works in practice
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Explain what low, medium, or high scores typically mean
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Help you identify which pillar should be your first focus
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Give you a short checklist you can apply to your own coverage after the session
