Thank you for your interest in the following books.
To order any of the following, please click here.
-Peace of Mind Planning: Losing Money is No Longer an Option is a book that has been ten years in the making. In this book you will learn how to quantify investment risk in the stock market and how to invest using low maximum drawdown risk strategies. To learn more about this book, please click here.
-Bad Advisors: How to Identify Them & How to Avoid Them is my dirty little secrets book where I tell readers how to identify if they are working with the "right' advisors. To learn more about this book, please click here.
-Retiring Without Risk. The #1 book in the industry today for those who want to learn more about EIUL or FIAs (and ones with the GIB rider). To learn moe about this book, please click here.
-The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security. My version of Missed Fortune 101 done right with honest math. To learn more about this book, please click here.
-The Home Equity Acceleration Plan (H.E.A.P.™). The #1 marketing tool in the industry today. Click here to learn more about this book.
-The Doctor’s Wealth Preservation Guide. The #1 book in the industry for advisors looking to provide advice to physicians. There is nothing else in the industry that comes close to 350 book. To learn more, please click here.
-The Medicaid Planning Guidebook. The #1 book in the industry for advisors looking to learn the very important topic of Medicaid planning. If you are giving advice to clients 60 and older, this book is a must have. It also can be used to study for the Certified Medicaid Planner (CMP™) examination (thewpi.org/cmp). To learn more about this book, please click here.