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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.
 
 
Refund Policy
 

Refunds :

Your satisfaction is guaranteed. Should you be dissatisfied with any of our products, simply return it within 30 days for a full refund. Items returned after 30 days are subject to a 20% restocking fee. There are no refunds on opened, damaged, or used kits. No refund of postage and handling fees.

 
 
 

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