Link to Download the Updated 50-State Asset Protection Chart
Thank you for your interest in downloading the updated AP chart. It’s really a desk reference guide that every advisors should have access to.
Click here to download the chart in PDF form.
“Asset Protection” is my favorite topic/marketing tool to use when going after affluent clients.
If you’ve not read my book Asset Protection–The Wedge (taking clients away from your competition), you should read it. It literally provides a ROAD MAP for how to use asset protection planning to pick up affluent clients. Click here or on the image below to read the book (for FREE) in a PDF form. It’s a quick and powerful read.
Asset Protection webinar–if you want to learn the A, B, C’s of asset protection planning, click here to watch my 45-minute webinar.
What’s the best marketing tool in the world? One that solves problems your competition isn’t capable of solving. Since 99% of all advisors know nothing about core asset protection planning solutions, that make it the “best” tool to use when picking up new clients (especially affluent clients and business owners).
Why else is Asset Protection such a great wedge topic?
-You are NOT pushing products.
-You are solving problems other advisors ignore or don’t know exist.
Why else? Because everything you want to discuss with clients can be done so through the lens of asset protection.
What do clients need protection from? Four key creditors that can take their money:
1) Negligence lawsuits
2) The IRS (your #1 guaranteed creditor every year)
3) The stock market is a creditor (losing money in crashes)
4) Long-term care costs in retirement
Whether you are selling FIAs or IULs, single premium life for LTC, or trying to pick up AUM, you can do so in a stealthy manner using the concept of asset protection.
Roccy DeFrancesco, JD, CAPP, CMP