The following consists of some of the articles that Roccy DeFrancesco, JD, CWPP™, Founder of The Wealth Preservation Institute has had published in the last few years.
Most of the topics covered in the below listed articles are covered in the CWPP™course. The articles are short, but should give readers a flavor of some of the topics covered in the CWPP™course.
The Maximizer (Nearly double the returns of the S&P 500) 1% option arm Equity Harvesting (building wealth using the equity in your home) Protecting the Marital Home.FPM WealthBuilder Annuity (also known as the ABC Plans) Account Recievables Leveraging (done the right way) NQDC--The Leveraged Bonus Plan Account Reciebables Factoring Charitable Gift Annuities Asset Protection Part I (Financial Planning Magazine) Aseet Protection Part II (Financial Planning Magazine) Mitigating the 70-80% Tax Trap with Qualified or IRA Money Part I MItigating the 70-80% Tax Trap with Qualifeid or IRA Money Part II Equity Indexed Annuities Return of Premium Term Life Stock Protection Through Hedging Strategies Section 79 Plans Life Settlements Capital Gains Reduction/Avoidance How to Market "Advanced" Concepts Retained Earnings Rescue The Myth Behind Land Trusts 419/VEBA Plans and Imputed Income Annuity Only VEBAS and Post Retirement Medical Benefits Lawrence Gets Out of Jail |