Thank you for your interest in the Preferred Access Structure (PAS™)

To download a 3-page client piece that further explains how the structure works AND has a section at the bottom where you can add your contact information (so you can give it to potential clients), click here.

Comprehensive Planning for Affluent Clients
Roccy DeFrancesco, JD, CAPP, CMP

Most advisors want to have affluent clients. You do about the same amount of work as a non-affluent client, but you get paid much more.

The problem is that most advisors are not proficient in asset protection, advanced estate planning, corporate structure, buy/sell planning, advanced tax strategies, etc. And looking for help from an IMO, RIA, or B/D is folly (there isn’t one in the industry with in-house staff who can truly help clients with comprehensive planning).

I happen to have a very odd background that allows me to help advisors and their clients on advanced/comprehensive planning. And when I need help, I have access to some of the top minds in the industry (Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM), Jim Duggan, JD, MBA, and more.

The C.A.L.M Plan

C.A.L.M. (Comprehensive Asset & Liability Management) is an asset protection sales platform that is unlike anything in the industry.

Click here to watch a WEBINAR on recording where I explain the CALM Plan.

Click here to download the customizable CALM brochure advisors can give to clients.

What is CALM? CALM is a problem identifying and problem solving sales platform.

Who is CALM for? Affluent clients (high income and/or estate value, and definitely profitable small to medium sized businesses).

The focus of the CALM platform is asset protection in its broadest sense (protection from creditors, negligence suits, IRS, LTC expenses, etc.).

What does a client receive when they use CALM? Typically clients receive an 8-12 page memo.

Who writes the memo? Roccy DeFrancesco

Is there an action plan with the memo? Yes. The final pages of the memo are bullet points telling the client what he/she needs to do in what order.

When advisors sit down to go over the memo with clients, they literally ask the client which one would they like to start with.

Best affluent client gatherer ever!

95% of the time advisors who use the CALM platform pick up the client and generate significant business from the memo.

What business? FIAs, cash value life, life for estate planning, AUM, single premium life, etc.

For more information, email roccy@thewpi.org or call 269-216-9978.