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 |
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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. |
