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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. |
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| If you would like to find a CWPP advisor, please
click here. |
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| 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. |
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| Educational Boards |
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Preservation Institute Educational Board
Educational Board
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Leonard Critcher, CLU, ChFC
President
8150 N. Central Expressway
Suite 735
Dallas, Texas 75225 |
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Tim Berry
President
The Tax Academy
2150 S Country Club Dr
Suite 16
Mesa, AZ 85210 |
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Jim Duggan, JD, MBA
Duggan Bertsch, LLC
303 West Madison, Suite 1000
Chicago, Illinois 60606
312-263-8600
fax 312-263-8603 |
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Gregory K. Brown, J.D.
Partner
Gardner Carton & Douglas LLP
191 North Wacker Drive
Suite 3700
Chicago, Illinois 60606-1698
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Roccy DeFrancesco, J.D.
Founder
The Wealth Preservation Institute
President
3260 S. Lakeshore Dr.
St. Joseph, MI 49085 |
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Mike Duncan
Life Insurance Company of the Southwest
1300 W Mockingbird Lane
Dallas, TX 75247
(214) 638-9295 Office |
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Rob Lambert, J.D.
Asset Protection Corporation
67 Wall Street, Suite 2411
New York, New York 10005
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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) |
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Neal Insco, CWPP™
President
The Alliance of Professionals for Business, Inc.
11956 Bernardo Plaza Drive #547
San Diego, CA 92128
858-344-5110
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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
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Ron Snyder
President
Benefits Strategy Group
5957 South Redwood Road, Suite 100
Salt Lake City, UT 84123
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Dean F. Clemons, CRPS, MBA
American Benefit Consultants, Inc.
5880 N. Canton Center Rd
Suite 415
Canton, MI 48187 |
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Dennis Haber, JD, CSA
Executive VP
Senior Funding Group
247 W. Old Country Road
Hicksville, NY 11801
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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 |
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Shelby J. Smith, Ph.D.
Chief Operations Officer & SVP
BHC Marketing Ltd.
25227 Grogans Mill Road, The Woodlands, Texas 77380
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Marc J. Lapointe, VP & Manager
USA Risk Group West, LLC
14300 N. Northsight Blvd, Suite 202
Scottsdale, AZ 85260 |
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