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| To learn why "global" Asset Protection
Planning is not just about using LLC/FLPs and offshore
planning, please click
here. |
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| 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. |
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| Disclaimer |
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| Data and information is provided for informational purposes only. Neither The Wealth Preservation Insitute nor any of its data or content shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. By accessing the site, a user agrees not to redistribute the information found therein The Wealth Preservation Insitute may provide customized links to selected companies for your convenience only. The Wealth Preservation Insitute shall not be liable for any damages or costs of any type arising out of or in any way connected with your use of the services of any other companies. |
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