Advisor Launchpad

If you do not have your Series 65 license and are thinking of getting it, you need to check out our Advisor Launchpad platform. To learn about Advisor Launchpad, click on the following link:

Super SLAT™ Webinar

Thank you for signing up for the webinar. Click on the following video box to watch the webinar. If you have clients who may be able to utilize this unique tool, feel free to give me a call (or send me an email to setup a call).

Roccy DeFrancesco, JD, CAPP, CMP
Founder: The Wealth Preservation Institute
Founder: OnPointe Software
Co-Founder: The Asset Protection Society