Asset Protection

Certified Wealth Preservation Planner Training Seminar

Advanced Ticket Purchase

An upper level educational program designed
to help advisors with high income/net worth
clients.

- Learn topics not covered in ANY other
educational certification program.
- Asset Protection
- Income Tax Reduction
- Advanced Estate Planning
- 24 hours of continuing education*
- A 640+ page text edited by some of the most
well respected experts in the country.
Advance Planning Techniques such as:
- Asset Protection (Domestic and Offshore)
- Charitable Planning
- Captive Insurance Companies
- Section 79 Plans
- Account Receivables (A/R) Leveraging
- ESOPs
- 412(i) DB Plans
- Qualified Pension Insurance Partnerships
- Life Settlements
- Premium Financed Life Insurance
- The Maximizer
- Advanced College Planning Techniques
- Cash Balance Plans
- And many more!