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Wealth Preservation Planner Individual Course Modules

Global Stratecgic Advisors combines the expertise of speciality practicioners to give our clients, businesses and families the benefits and advantages of legal and tax compliance.  It is always with best intention to informif a client and armed with comprehension in the multiple disciplines in today's volitile market and the variety of options for which they have to choose.

For this reason SA has created a vast arena of educational products with and without certifications.  These courses are on subject topics that top-notch financial planners face daily, while written in understandable plain language, so that all clients, investors and advisors can benefit.

Our certifications partition into individual courses, with target topics focusing on specific issues.  These courses make no limits with regards to teaching the tricks of the trade that may be unavailable due to industry secrets.  SA provides the benefits and the pitfalls in all of these courses to make our clients and advisors intelligent and informed.

We encourage you to browse the subject matter of the individual courses and invite you to browse our credited certifications.

Our guarantee is your satisfaction!

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Employee Stock Ownership Plans - ESOP's
$26.95 Add To Cart
 
Sell Your Business in a Favorable Manner; Save Money on Taxation and Secure Your Investments  Details>
 
 
Health Insurance
$26.95 Add To Cart
 
Health Insurance is often a dreaded topic for individuals and business owners. This course will teach you how to curb the costs of rising prices and mitigate the costs of fully funded plans. Small business owners will save money by learning about Health Savings Accounts and much more. No small business owner should be without this knowledge of how they can use health insurance to their advantage.  Details>
 
 
IRAs - Advanced Investment Planning
$26.94 Add To Cart
 
Advanced Investment Planning, IRAs How do you buy real estate in your IRA? What about other assets you would like to purchase? Would you like to know how to control your IRA from the grave? This is a one of kind, state-or-the-art course that you will find, nowhere but here.  Details>
 
 
Life Insurance
$26.95 Add To Cart
 
This course covers the foundations of life insurance giving advisors the ammunition to battle the old adage that those who sell life insurance are product pushers.  Details>
 
 
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>
 
 
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>
 
 

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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.

Add to Cart - More Details

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Asset Protection Planning I

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Captive Insurance Companies

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Estate Tax Planning

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

Trustmakers Estate Tax Planning