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To learn why "global" Asset Protection Planning is not just about using LLC/FLPs and offshore planning, please click here.
Advisors who have taken a course from The WPI requested that a "sales" platform be created for certified advisors.  Therefore, The WPI with the help of Matt Radin, JD, created the C.A.L.M. platform.  This platform will help certified advisors work up a comprehensive asset protection, financial and estate plan for all clients in a systematic manner.  To read about the various levels of C.A.L.M., click here.
CAPP Home Page

Welcome to the home page for the Certified Asset Protection Planner (CAPP™) certification course (the only Asset Protection designation in the industry).  

-To download a course outline for the CAPP™ program, click here.

-Why should you learn and help your clients with asset protection? 

Because NO estate, financial, or business plan can be complete if asset protection is not incorporated into each plan.  

 -Why else?  Because if you are a financial planner, CPA/EA/accountant, attorney, insurance agent, or mortgage broker, you have unique personal liability.  Therefore, when becoming a CAPP™ certified advisor, not only will you be able to help your clients, but you’ll be able to help yourself

-Why else?  Because if you are not helping your clients with asset protection, someone else will. By learning asset protection and helping your clients, you will head your competitors off at the pass. While currently few advisors know proper asset protection planning techniques, it is a hot topic and many so called asset protection experts are out there trying to get business from anyone and everyone who has money.  That could include your clients.

  Should You Become a CAPP™ Advisor?

-You should if you are looking for the most powerful topic available to grow your practice.  When you can show a client literally in less than 1 minute why they are not asset protected, you will get their attention and keep it.

-You should if you would like to know how to protect your assets from creditors (remember professionals have unique and more dangerous "personal" liability).

-You should if you do not know the following topics in detail and how they can help you protect your wealth and that of your clients.

Domestic LLCs, FLPs and offshore asset protection trusts, Captive Insurance Companies (CICs), “Freeze” PartnershipsFixed Indexed Annuities, The Maximizer, Life InsuranceA/R Financing/Leveraging, Long-Term Care Insurance, Disability Insurance and many more topics.


© 2017 The Wealth Preservation Institute • St. Joseph , MI • (269) 216-9978