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Asset Protection Courses

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Life Settlements
$26.95 Add To Cart
 
Life Settlements is an important course for everyone who wants to benefit from the ownership of life insurance products, but has no further need for the products. This course teaches you how to turn a stagnant asset into investment revenue.  Details>
 
 
Long Term Health Care
$26.95 Add To Cart
 
This topic is one of the most important courses, and often neglected, mostly because clients and advisers do not understand the benefits to having long-term care insurance. You will learn how to take a one-hundred percent deduction from the cost of long-term care in some corporate circumstances and return this cash revenue to your heirs.  Details>
 
 
Master Mortgage Broker
$750 Add To Cart
 
Increase Your Value as an Advisor and Increase Your Clientele  Details>
 
 
Mortgages and Equity Harvesting
$26.95 Add To Cart
 
Almost everyone has a mortgage. This informative course provides the information a mortgage holder needs to know to understand pertaining to whether their mortgage is providing the maximum benefits possible. Many people let the bank choose the type of mortgage without understanding that there are options for maximizing wealth without increasing any payments.  Details>
 
 
Premium Financed Life Insurance
$26.95 Add To Cart
 
This course will teach planners, CPAs and attorneys how to set up Premium Financed Life Insurance with little or no out of pocket expense. The 75% tax trap is a problem for many affluent people, but there is a solution. This course was developed create a foundation that will give advisers a detailed overview of how Premium Financed Life Insurance works and when to introduce it as a cost effective alternative to help clients purchase life insurance in a cost- effective manner. If you want to understand and be able to execute the solution, this course is for you.  Details>
 
 
QPIP - Mitigating the 75% Tax Trap
$26.95 Add To Cart
 
Every family faces major taxation dilemmas during the passing of estates if they have money in a Qualified Plan or an IRA. Unbelievably, this tax can be as hight as 80%. If you want to reduce or eliminate this tax, this course is for you.  Details>
 
 
Qualified Retirement Plans, Part 1 and Part 2
$54.95 Add To Cart
 
Business owners often find themselves under the compromising decision to benefit the employee or themselves. With education there comes solutions! This essential course for business owners will outline the benefits and solutions of plans and teach the owner how to use the most beneficial plan in the most favorable manner.  Details>
 
 
Reverse Mortgages
$26.95 Add To Cart
 
Reverse mortgages are a very misunderstood tool. A reverse mortgage is basically a mortgage without a payment. This is a tool generally used by someone over the age of 62, who desires an increased lifestyle in their later years. Find out if a reverse mortgage is for you with this course. This course is a must for any financial planner!  Details>
 
 
Section 79 Plans
$26.95 Add To Cart
 
Stability, protection and Return on Investment (ROI) are three important aspects of Wealth Preservation. Smart advisers and investors must use all of the tricks of the trade to prosper from the highest ROI possible. Every adviser and client should take advantage of the material in this course to add value to their existing and new investments. Learn about the the potential and avoid negative exposure.  Details>
 
 
Tax Deferred Annuities
$54.95 Add To Cart
 
Many estates fall into tax traps. This means that where an estate could have taken advantage of laws and tax codes, it falls short, paying more than the due share of taxes. This course teaches the technical side of annuities as a practical tool for investment.  Details>
 
 



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Wealth Preservation

JAN 01

Asset Protection Risk Analysis

Online
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Take the risk analysis to find out your exposure to creditors and litigators. Isn't it worth 5 minutes to find out how much risk you really safe?

Advanced Seating - More Details

Best-Selling Strategy Guide

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The Doctor's Guide to Wealth Preservation

$49.95

One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel 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.

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Popular Courses Modules

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Asset Protection Planning I

downloadable PDF Course

Asset Protection Planning Part 3 concentrates on the protection of personal residence, business acco ...

Course Details

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Captive Insurance Companies

3 Weeks Course

Would you like to remove a dollar from your company, and even better, a tax deductable dollar and pu ...

Course Details

From our sponsors

Estate Tax Planning

Trustmakers Estate Tax planning provides advisor direction and guide information on protecting your estate.

Trustmakers Estate Tax Planning