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A Certification that Gives High Net Worth Clients the Confidence to Deal with You!
Do you want the skill and aptitude to give your clients the best advice? High net worth client accounts demand excellence and master protection services because they are targets in today’s society.
Do you want to stand above the competition? Learn the topics and techniques that other advisors do not know! A CWPP Certification separates you from the competition.
Supercharge Your Knowledge in the Following Subjects
Account Receivable (A/R) Leveraging
Advanced Estate Planning Part I
Advanced Estate Planning Part II
Annuities
Basic Estate Planning
Asset Protection Part I
Asset Protection Part II
Asset Protection Part III
Charitable Planning
College Planning Part I
College Planning Part II
Mortgages and Equity Harvesting
Employee Stock Options Plans - ESOPs
Health Insurance
IRA: Advanced Planning
Life Insurance
Life Settlements
The Maximizer
Premium Financed Life Insurance
QPIP – Qualified Pension Insurance Partnerships
Qualified Retirement Planning Part I
Qualified Retirement Planning Part II
Mortgage and Equity Harvesting
Section 79 Plans
Captive Insurance Companies
Give your high net worth clients the confidence to deal with YOU!
Financial circumstances and compliance conditions change as a client’s net worth accrues. This course is the only certification course to prepare the advisor for capital gains tax planning, wealth preservation and asset protection as a comprehensive plan. This course empowers the advisor, increasing their knowledge of available tools in insurance, domestic and offshore planning for the wealthy.
Are your clients over exposed to liability?
Are your clients over exposed to the volatile market?
Does your client have a long-term health care plan intertwined with succession planning?
Is your client’s plan maintained for compliance and changing laws?
Is your client “tax neutral?”
Is your client’s Asset Protection Plan all encompassing and bullet proof?
ARE YOU SURE?
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Certified Wealth Preservation Planner Course - CWPP™$1300 Add To Cart
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College Planning$26.95 Add To Cart
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Don't miss this valuable conference and the chance to meet all of our Global Strategic Advisors!
Amsterdam Meeting 2010 7-9 November: Sofitel Amsterdam The Grand
One attitude that cannot be tolerated in medicine is lack of care or apathy and physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.
Written by the foremost expert in the country!
Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas
►Asset Protection
►Estate Planning
►Income Tax Reduction
►Financial Planning
►Office Management
►Corporate Structure and Protection Structures
Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.
Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.
Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.
Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.
Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.
Asset Protection Planning Part 3 concentrates on the protection of personal residence, business acco ...
Would you like to remove a dollar from your company, and even better, a tax deductable dollar and pu ...
Trustmakers Estate Tax planning provides advisor direction and guide information on protecting your estate.
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