Asset Protection Society

Home Thanksgiving Newsletter: Useful Reading for Advisors On This Holiday Weekend

By: Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™

Since most of us will be taking a good portion of this week off, I figured I’d create a brief newsletter on miscellaneous items. Sort of a potpourri of interesting items from past newsletters that I’ve sent out to those who receive  newsletters through my educational institute (The Wealth Preservation Institute).  Since the APS is relatively new and since I only write newsletters for the APS every three to four weeks, I imagine many of you who receive this will not have had a chance to read most of the newsletters listed below.

I figured many advisors, while they enjoy being with the family over the holiday weekend, may want or need something to keep their minds occupied and one way to do that is to learn new topics that will help you provide better advice and grow your business (which is what I try to do with my CWPP™, CAPP™, and MMB™ course and my newsletters).  The following newsletters cover “Global” asset protection topics that range from hard core asset protection, to tax planning, to protecting money from downturns in the stock market and more.

I’m going to group them by topics so you can go to the topic(s) that interest you most. I’ve colored ones I think are important from a compliance/E&O avoidance point of view RED and some of the ones I think are ways you can make more money I’ve colored GREEN.

I also wanted to remind you that there will be a Free Webinar on how to market to the affluent using the C.A.L.M. Plan which will be held on November 29th at 3:00 pm est. To sign up, e-mail Jason@thewpi.org.

IRS Guidance

Follow up on Negative IRS Notices on 419 and VEBA Plans

PLR Dealing With IRAs,  Charitable Planning and Premium Financed Life Insurance

Watch out: 419e Plans can cause Reduced 401(k) Plan Contributions

Advanced Estate Planning

Using IDGTs to Create the Family Bank Using Life Insurance

Closely Held Insurance Companies (CICs)

“Freeze” Partnerships

Reverse Mortgages: Good or Bad For Your Clients?

Understanding the Confusing but useful Intentionally Defective Grantor Trust (IDGT)

Asset Protection Planning

 

 

Domestic Asset Protection: The Use of LLCs and FLPs

Asset Protection: A Great Marketing Tool But You Must Avoid the Scammers

Scammers Force Nevada Secrecy Laws to Change

The Myth Behind Land Trusts

Federal Agents Seize Asset Protection “Guru’s” Files

Things All Advisors Need To Know About Mortgages Part I: How Loans are Priced and How Brokers Make Money.

Retirement Planning

Proper Retirement Planning Remind Your Clients They Aren’t Saving Enough

The “Super 401(k)”

Should Clients Buy Life Insurance in 412(i) DB Plans to Increase the Deduction?

Life Insurance

Premium Financed Life Insurance: Finally A Client Friendly Program

Variable Loan Options in Indexed UL Insurance Policies

When MECing a life insurance policy is a good thing

There is Danger and Opportunity With Life Settlements

Avoid Life Insurance E&O Claims when Real Life Happens to Clients

How Section 264(a) negatively affects selling life insurance in A/R Financing Programs

What’s wrong with A/R Financing

Annuities

Using a 3% Cash Back Annuity; A New EIA You Should Know About

Equity/Fixed Indexed Annuity Renewal Caps THE INDUSTRY NEEDS OUR HELP

MECing a Life Insurance Policy Instead of Funding a Fixed/Equity Indexed Annuity

Equity Indexed Annuities and Guaranteed Income Benefits: Good or Bad?

Equity Harvesting (Missed Fortune 101 done right)

What’s Wrong with the “New” Missed Fortune 101? (aka, The Last Chance Millionaire)

How IRS Section 264(a) Negatively Affects Equity Harvesting (Missed Fortune 101)

Are Your Clients For Sale?

A Missed Fortune 101 Update: You Won’t Believe it

IRA Rescue Using Home Equity Management

CPA Wealth Provider Article on Equity Harvesting

Mortgage Acceleration Plans

Home Mortgage Acceleration Plans: the Good, the Bad, and the Ugly

Home Mortgage Acceleration Plans Part II (H.E.A.P.)

Home Mortgage Acceleration Plans Part I

Marketing

Using the C.A.L.M. Sales Platform to Move Affluent Clients Forward

Marketing Yourself as an Asset Protection Planner

CPA Marketing Platform (market to CPAs through continuing education seminars)

Happy Thanksgiving

I hope everyone has a Happy Thanksgiving and I hope for those who have some free time on your hands that this e-newsletter will help fill that time in a way that is useful and can help you grow your business.

Thanksgiving Newsletter: Useful Reading for Advisors On This Holiday Weekend

Thanksgiving Newsletter:

Useful Reading for Advsors on This Holiday Weekend

By: Roccy DeFrancesco, JD, CWPP™, CAPP™, MMB™

Founder: The Wealth Preservation Institute

Co-Founder: The Asset Protection Society

Since most of us will be taking a good portion of this week off, I figured I’d create a brief newsletter on miscellaneous items. Sort of a potpourri of interesting items from past newsletters that I’ve sent out to those who receive  newsletters through my educational institute (The Wealth Preservation Institute).  Since the APS is relatively new and since I only write newsletters for the APS every three to four weeks, I imagine many of you who receive this will not have had a chance to read most of the newsletters listed below.

I figured many advisors, while they enjoy being with the family over the holiday weekend, may want or need something to keep their minds occupied and one way to do that is to learn new topics that will help you provide better advice and grow your business (which is what I try to do with my CWPP™, CAPP™, and MMB™ course and my newsletters).  The following newsletters cover “Global” asset protection topics that range from hard core asset protection, to tax planning, to protecting money from downturns in the stock market and more.

I’m going to group them by topics so you can go to the topic(s) that interest you most. I’ve colored ones I think are important from a compliance/E&O avoidance point of view RED and some of the ones I think are ways you can make more money I’ve colored GREEN.

I also wanted to remind you that there will be a Free Webinar on how to market to the affluent using the C.A.L.M. Plan which will be held on November 29th at 3:00 pm est. To sign up, e-mail Jason@thewpi.org.

IRS Guidance

Follow up on Negative IRS Notices on 419 and VEBA Plans

PLR Dealing With IRAs,  Charitable Planning and Premium Financed Life Insurance

Watch out: 419e Plans can cause Reduced 401(k) Plan Contributions

Advanced Estate Planning

Using IDGTs to Create the Family Bank Using Life Insurance

Closely Held Insurance Companies (CICs)

“Freeze” Partnerships

Reverse Mortgages: Good or Bad For Your Clients?

Understanding the Confusing but useful Intentionally Defective Grantor Trust (IDGT)

Asset Protection Planning

 

 

Domestic Asset Protection: The Use of LLCs and FLPs

Asset Protection: A Great Marketing Tool But You Must Avoid the Scammers

Scammers Force Nevada Secrecy Laws to Change

The Myth Behind Land Trusts

Federal Agents Seize Asset Protection “Guru’s” Files

Things All Advisors Need To Know About Mortgages Part I: How Loans are Priced and How Brokers Make Money.

Retirement Planning

Proper Retirement Planning Remind Your Clients They Aren’t Saving Enough

The “Super 401(k)”

Should Clients Buy Life Insurance in 412(i) DB Plans to Increase the Deduction?

Life Insurance

Premium Financed Life Insurance: Finally A Client Friendly Program

Variable Loan Options in Indexed UL Insurance Policies

When MECing a life insurance policy is a good thing

There is Danger and Opportunity With Life Settlements

Avoid Life Insurance E&O Claims when Real Life Happens to Clients

How Section 264(a) negatively affects selling life insurance in A/R Financing Programs

What’s wrong with A/R Financing

Annuities

Using a 3% Cash Back Annuity; A New EIA You Should Know About

Equity/Fixed Indexed Annuity Renewal Caps THE INDUSTRY NEEDS OUR HELP

MECing a Life Insurance Policy Instead of Funding a Fixed/Equity Indexed Annuity

Equity Indexed Annuities and Guaranteed Income Benefits: Good or Bad?

Equity Harvesting (Missed Fortune 101 done right)

What’s Wrong with the “New” Missed Fortune 101? (aka, The Last Chance Millionaire)

How IRS Section 264(a) Negatively Affects Equity Harvesting (Missed Fortune 101)

Are Your Clients For Sale?

A Missed Fortune 101 Update: You Won’t Believe it

IRA Rescue Using Home Equity Management

CPA Wealth Provider Article on Equity Harvesting

Mortgage Acceleration Plans

Home Mortgage Acceleration Plans: the Good, the Bad, and the Ugly

Home Mortgage Acceleration Plans Part II (H.E.A.P.)

Home Mortgage Acceleration Plans Part I

Marketing

Using the C.A.L.M. Sales Platform to Move Affluent Clients Forward

Marketing Yourself as an Asset Protection Planner

CPA Marketing Platform (market to CPAs through continuing education seminars)

Happy Thanksgiving

I hope everyone has a Happy Thanksgiving and I hope for those who have some free time on your hands that this e-newsletter will help fill that time in a way that is useful and can help you grow your business.