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Don't take our word for it, click here read what advisors of all kinds (financial planners, CPAs/EA/Acccountants, attorneys, insurance agents, and mortgage brokers) are saying about the best educational course/certification course in the country.
 
If you would like to find a CWPP advisor, please click here.
 
CWPP Advisors have access to the best educational board in the industry. This design center was created to have The WPI board members help CWPP advisors create asset protection, estate, financial and business plans. This "team" approach helps CWPP advisors provide plans for their clients they othewise would not be able to obtain. To read more about the advanced design center, click here.
 
 
Educational Boards
 

Preservation Institute Educational Board

Educational Board

Leonard Critcher, CLU, ChFC
President
8150 N. Central Expressway
Suite 735
Dallas, Texas 75225    

Tim Berry
President
The Tax Academy
2150 S Country Club Dr
Suite 16
Mesa, AZ 85210

Jim Duggan, JD, MBA
Duggan Bertsch, LLC
303 West Madison, Suite 1000
Chicago, Illinois 60606
312-263-8600
fax 312-263-8603 

Gregory K. Brown, J.D.
Partner
Gardner Carton & Douglas LLP
191 North Wacker Drive
Suite 3700
Chicago, Illinois 60606-1698

Roccy DeFrancesco, J.D.
Founder
The Wealth Preservation Institute
President
3260 S. Lakeshore Dr.
St. Joseph, MI 49085

Mike Duncan
Life Insurance Company of the Southwest
1300 W Mockingbird Lane
Dallas, TX  75247
(214) 638-9295  Office

Rob Lambert, J.D.
Asset Protection Corporation
67 Wall Street, Suite 2411
New York, New York 10005
John Lalonde

Fox & Lalonde

Benefit Plan Administrative Services

Welfare Benefit Plan (WBP) Administration

HealthCare Annuity Plus® 419 WBP

574.273.1413 (Office)

574.277.0986 (Fax)

Neal Insco, CWPP™

President

The Alliance of Professionals for Business, Inc.

11956 Bernardo Plaza Drive #547
San Diego, CA 92128
 
858-344-5110

 

Allen H. Grosnick, CLU, ChFC
Principal
First Financial Resources, LLC
80 Ridge Road
Longmeadow, MA 01106
Tel   413-567-3388

James Miloch
Vice President
Unified Strategies of America, LLC
4801 Emerson Ave, Suite 201
Palatine, Illinois 60067
Ron Snyder
President
Benefits Strategy Group
5957 South Redwood Road, Suite 100
Salt Lake City, UT 84123
Dean F. Clemons, CRPS, MBA
American Benefit Consultants, Inc.
5880 N. Canton Center Rd
Suite 415
Canton, MI 48187

Dennis Haber, JD, CSA
Executive VP
Senior Funding Group
247 W. Old Country Road
Hicksville, NY 11801

Jeffrey R Clark, LUTCF, ACS, FLMI
Asst. Vice President
Retirement & Business Markets
SML of NY
Security Mutual Building
100 Court St.
Binghamton, New York 13902
Shelby J. Smith, Ph.D.
Chief Operations Officer & SVP
BHC Marketing Ltd.
25227 Grogans Mill Road, The Woodlands, Texas 77380

Marc J. Lapointe, VP & Manager
USA Risk Group West, LLC
14300 N. Northsight Blvd, Suite 202
Scottsdale, AZ 85260

 

 

 

 

 

 

 
 
 

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