Benefits of Being "Rated" 

            Click here to begin the “Rating” process or e-mail info@assetprotectionsociety.org with questions.

            Nearly 95% of the advisors who are or will become rated are already members of another society/association or will have some kind of professional designation such as: 

            -Juris Doctor (and a member of a State or national bar association)
            -Certified Public Accountant (CPA) (AICPA member)
            -Enrolled Agent (National Association of EAs)
            -Other accounting society
            -Certified Wealth Preservation Planner (CWPP™)
            -Certified Asset Protection Planner (CAPP™)
            -Certified Financial Planner (CFP®)
            -Personal Financial Specialists (PFS)
            -National Association of Insurance and Financial Advisors (NAIFA)
            -National Association of Personal Financial Advisors (NAPFA)
            -Chartered Financial Consultant (ChFC)
            -Chartered Life Underwriter (CLU)
            -And the list goes on and on…

            Ask yourself this: How do your other Societies benefit you?  How do they benefit the public? We know that you pay dues each year, but what do you receive for those dues? 

            The common answer is “nothing” (or certainly very little).  Many advisors like attorneys are forced to be members of Bar Associations so they can keep their law license(s).  CLU, ChFC, CFP, etc. licensed advisors keep paying dues to keep their "designations" but for the most part receive little benefit outside of using the letters on their business cards. 

            The APS™ would like you to become a “Rated” advisor for much different reasons than you would become a member of a “typical” Society/Association. 

            Why should you become “rated” by the APS™?        

            1) Become part of the solution.  Asset protection today is an unregulated area of practice (law, accounting, financial, etc).  Because of this, the advice being given to the public is most often deficient, many times flat out wrong and other times out and out fraudulent.   Other organizations have passed on the opportunity to protect the public in this area. Join the APS™ and become part of the solution.  Help shape the asset protection landscape so advisors can have a suitable "standard of care" to live up to and so the public is protected.  Reason number one has nothing to do with growing your practice or earning more money; instead, this reason is a selfless reason (i.e. to further the Society) and the most important reason for being "Rated."

            Because the APS™ was created to help the public protect themselves by using “Rated” advisors, the APS™ believes if you are not “Rated,” you could be seen as part of the problems that plagues the AP community instead of the solution. 

            2) Recognition.  As a “Rated” advisor, you will be recognized by the only "Society" in the industry which signifies that you are proficient in some or all areas of asset protection planning.  You will be making a statement to your clients and other local advisors that you are knowledgeable in one or many areas of asset protection planning (which include "domestic," "offshore" and "global").

             Your name and contact information will also be listed on the APS™ web-site for local clientele to see (and the APS™ through its public education will draw significant traffic to the web-site where readers can find your listing and “Rating”).

             3) You will become part of a unique professional brother/sisterhood where you will be able to network with other locally “Rated” advisors.  Remember, the Society rates attorneys, CPAs/accountants/EAs, financial planners, insurance agents, etc.   When working with your clients, it is important to be able to find local team members that are familiar with quality asset protection tools that you must know in order to be “Rated.”  To find other “Rated” advisors, please click here.

            4) Education.  As a “Rated” advisor, you will be privy to unique educational material and opportunities not offered to non-members.  You will be provided with the AP Journal once a quarter and be able to attend “free” educational webinars put on by the best asset protection planners in industry.  The AP Journal alone is worth your annual fee to be a member of the Society.                         

            Discounts on education—Members will receive: 1) discounts on CLE, CPE, CFP, etc. continuing education. The APS™ will be offering in person and online continuing education to its members. 2) Many of Founders, Advisory Board and other members have books and educational material that will be sought after by members.  This material will also be offered to members at significant discounts. 3) APS™ members will be able to receive discounted rates when becoming educated through the only availabe asset protection planning certification courses (CWPP™ and CAPP™).  For more information on the items listed in this paragraph, please click here. 

            Annual Asset Protection Forum—The APS™ will have an annual forum where the best minds in the asset protection community will gather to discuss trends in the law and to shape the agenda for the upcoming year.

            5) Marketing.  The APS™ has significant marketing tools to help “Rated” advisors generate referrals and new client business.  For more information on how to market your asset protection planning services, please click here. 

            Click here to begin the “Rating” process or e-mail info@assetprotectionociety.org with questions.