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  • ABOUT
    • Introduction
    • Consultation
  • Education
    • Asset Protection
      • Asset Protection Strategies
      • Asset Protection Services
      • What Is Asset Protection?
      • Why Do I Need To Protect My Assets?
      • Asset Protection Plans
      • 9 Keys To Asset Protection
      • Asset Protection: How Does It Work?
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      • Doctors – Minimize Your Malpractice Insurance
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      • Home Equity Acceleration Plan (H.E.A.P.™)
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      • Protect the equity in your home
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      • Sign up for a Free Consultation
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      • Revocable Living Trusts
    • Medicaid Planning
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Home Archive by category "eBooks & eCourses"

Category: eBooks & eCourses

Take a look at some of of our educational courses

Bad Advisors: How to Identify Them; How to Avoid Them

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

Basic Estate Planning

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
Course Individual Modules
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Asset Protection Planning – Part 3

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
Course Individual Modules
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Asset Protection Planning – Part 2

– 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
Course Individual Modules
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Asset Protection Planning – Part 1

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

With the emphasis in volatile markets and increases in litigation, Asset Protection has become a studied and researched field of practice. Thus, you should choose a planner who is educated, certified and practiced.

Worry FREE Retirement Kit

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