Asset Protection Education–Sessions I, II, and III
By Roccy DeFrancesco, JD, CAPP, CMP
If you are serious about learning asset protection and using it as a tool to pick-up and help “affluent clients,” you should sit for the the Certified Asset Protection Planner (CAPP™) designation. Click here to learn more.
To download the order form to sign to become a CAPP™, click here.
To download the 50-State asst protection chart (indicating if IRAs, annuities, and life insurance are protected), click here.
To watch each asset protection session, click on the video box for the corresponding session.