Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

 
 

 
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.
 
 
Articles
 

           The following consists of some of the articles that Roccy DeFrancesco, J.D., CWPP™, Founder of The Wealth Preservation Institute has had published in the last few years.

           Most of the topics covered in the articles listed below are covered in the CWPP™ or CAPP™ course.  The articles are short, but should give readers a flavor of some of the topics covered in the CWPP™course.  

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
412i.FPM
How to Market "Advanced" Concepts
Retained Earnings Rescue

 
 
 

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