February 24, 2019

FAQs 4

The CWPP™ designation is a one of a kind designation given to advisors that complete a 24 hour educational course (either in person or through online education) and pass a 240 question multiple choice examination and a three (3) question essay examination.  The course is focused on the overall topic of wealth preservation which included the following topics.The topics covered in the CWPP™ course are:

Asset protection (both domestic and offshore) (3 hours)

Deferred Compensation

-ABC Plan/WealthBuilder Annuity

-Leverage Bonus Plan (the new “NQDC”)

Estate Planning (3 hours)

-Intentionally Defective Grantor Trusts (IDGTs)

-Self Canceling Installment Notes (SCINs)

-Private Annuity Transactions

-Preferred and Non-Preferred LLCs for Estate Discounting

-FLPs and Discounting for Estate Planning

Accounts Receivable (A/R) Leveraging/Financing

The Maximizer

Life Settlements

-Advanced IRA Planning

Charitable Planning

Mortgages (Equity Harvesting and the 1% CFA)

Reverse Mortgages

Section 79 Plans

Voluntary Employee Benefit Associations (VEBAs)

International Tax Planning

Qualified Plans (including carve-out planning) (2 hours)

Qualified Plan Insurance Partnership (QPIP)®

Health Insurance (cost reduction strategies)



-Life Insurance

For a more comprehensive review of the curriculum of the CWPP™ program, please click here to review the full course outline.

Simply stated, there is not a more comprehensive “advanced” planning educational course in the country.