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  1. Even Ed Slott is wrong about Roth IRA conversions
    In this article, the author discusses a recent disagreement he had with Ed Slott over the effectiveness of IRA conversions.
  2. 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.
  3. MECing a life insurance policy instead of funding an FIA
    An 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...
  4. Roth IRA conversions: Do they make sense?
    Read this article for a discussion of whether Roth IRA conversations make sense.
  5. 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.
  6. 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.
  7. New Section 79 plan designed with EIUL
    Read this article to learn more about how the new Section 79 plan uses equity indexed life insurance as a funding vehicle.
  8. The no surrender charge FIA
    Many people believe FIAs have long surrender charges. An FIA with no surrender charge overcomes this classic, and many times incorrect, objection.
  9. Learn the benefits of single premium whole life policies
    This article addresses using a SPWL policy for older clients who are not interested in fixed or other types of annuities or for clients who are not candidates for a traditional death benefit policy.
  10. Medicaid compliant annuities: what they are and how they cou...
    If you are like 95 percent or more of the industry, you don't know why and when you would use a medical copmliant annuity to help your clients. Since it is impossible to give complete estate or financial planning advice without knowing what one is...
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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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