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MORE FROM THE WEALTH PRESERVATION INSTITUTE
Friday, March 5, 2010
 MECing a life insurance policy instead of funding an FIAAn MEC is not necessarily a bad thing. Most advisors shudder at the thought of a policy becoming an MEC. Why? Because Cash value life insurance is sold so clients can borrow "tax free" from the policy in retirement. If the money removed from a lif...
Thursday, March 4, 2010
Selling upside-down VAs for 110 percent to 120 percent of th...This article is the second in a series focusing on a variable annuity purchase program.
Monday, March 1, 2010
Selling upside-down VAs for 110 percent to 120 percent of th...This is part one of a two-part series. Part two will cover how clients who use the structure outlined below can also receive a significant income tax deduction (ordinary) when selling an upside-down VA.
Thursday, February 11, 2010
Avoiding taxes on Roth IRA conversions sales platform: Fact ...This article makes the argument that Roth IRA conversions are one of the most overhyped and misused concepts in the financial services industry today.
Tuesday, January 26, 2010
How much money are you losing on FIA sales by not using trai...Most advisors who sell FIAs know they could take a trail-fee commission instead of an up-front commission. Ironically, most securities licensed advisors do not know this, even though a trail commission fits securities licensed advisors more so th...
Wednesday, January 20, 2010
The no surrender charge FIAMany people believe FIAs have long surrender charges. An FIA with no surrender charge overcomes this classic, and many times incorrect, objection.
Tuesday, January 12, 2010
Section 844 was recently activated to boost LTCI sales: Will...Section 844 went into effect on January 1, 2010 in an attempt to boost LTCI sales. This article examines its potential implications.
Tuesday, December 29, 2009
String of Ponzi schemes and fraud continuesThis article says that when something looks too good to be true, it probably is. If your gut tells you to stay away from someone, it's usually right.
Wednesday, December 16, 2009
String of Ponzi schemes and fraud continuesThis articles provides a couple of examples of schemes and frauds that have occurred recently, and offers a legitimage (and legal) alternative.
Wednesday, December 2, 2009
Income tax plans to avoidThis article explains why advisors should avoid plans such as 419/VEBA, A/R financing, and 412(e)3 plans.
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WELCOME MESSAGE
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The Wealth Preservation Institute is home to the Certified Wealth Preservation Planner (CWPP™) and Certified Asset Protection Planner (CAPP™) designations. The WPI, the CWPP™ and the CAPP™ certification programs were created out of frustration of many of the best "advanced" planning specialists from around the country. While it might sound strange to create such an extensive educational institute and certification program out of frustration, that is exactly what happened.
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