Quotes from advisors who have read the book: Great book! Finally, someone has addressed the problems in the financial services industry and the inherent conflicts of interest with many advisors. It was an easy read and one I believe non-financial professionals will... Continue reading
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Category: eBooks & eCourses
Take a look at some of of our educational courses
1) Introduction 2) Wills a) How often should a will be updated? b) Holographic wills c) Disinheriting a spouse 3) Durable Powers of Attorney a) What is a Durable Power of Attorney (DPA)? b) Why would such a document save time and money?... Continue reading
This course in Asset Protection introduces the following topics. Domestic Asset Protection Fraudulent Transfers Homestead exemption Life insurance and Annuities Retirement Plans and IRAs Typical Asset Protection Plans that do not always work (Co-Ownership) Sole proprietors Partnerships Corporations (C- and S-corporations) Piercing the... Continue reading
– Learn asset protection in a practical and real world manner – Learn how to cultivate significant client referrals with asset protection planning – Learn how to avoid the asset protection “scams” in the marketplace – Learn why you do not want to... Continue reading
eCourse for Sale – This Asset Protection Planning Course – Part One is part of the Certified Wealth Preservation Course. You will learn if your assets are safe including your residence, your portfolio and your pensions. Don’t miss the opportunity to obtain the... Continue reading
Financial Risk Analysis
Investments Too Risky?
It’s tough to determine which investments to use if you don’t know your own risk tolerance.Free Retirement Kit
