Asset Protection Society

Home Montana Life Insurance, Annuity, and IRA Exemption
 
 
 
Life Insurance

 

Proceeds and avails of policies of life insurance are exempt.  To see this statute, click here.

A policy of group life insurance and the proceeds payable from such policy are exempt.  To see this statute, click here.

 

Annuity

 

The benefits, rights, privileges, and options which under an annuity contract due or prospectively due the annuitant are exempt.  To see this statute, click here.

 

 

IRA

 

ERISA qualified benefits, IRAs and Roth IRAs are exempt.  To see this statute, click here.

 

 

 

Miscellaneous

Proceeds and avails of any disability insurance policy and of provisions providing benefits on account of the insured’s disability are exempt.  To see this statute, click here