Wealth Preservation
Shows hosted by Roccy DeFrancesco, JD, CWPP™, CAPP™ will deal with unique topics under the title of “Wealth Preservation” (WP). WP is a global term for helping clients protect and grow their wealth. Asset protection is core to every show. Roccy will cover unique and usable topics such as Wealth Builder Annuity, The Maximizer, VEBAs, Freeze Partnerships, International Tax Planning, and many more.
Episode 005 2007-11-29 |
The Home Mortgage Acceleration Plan
Learn how to help clients pay off their home mortgage 5-10-15 years early with a plan where they do not have to change their lifestyle. This is a great client gathering/door opening tool.
Learn how to help clients pay off their home mortgage 5-10-15 years early with a plan where they do not have to change their lifestyle. This is a great client gathering/door opening tool.
Episode 004 2007-05-08 |
MARKETING YOUR PRACTICE:
Everyone is looking to differentiate themselves in their local marketplace. This podcast explores the use of ghost books and websites, email dripping system/newsletter systems, which revolve around the topic of Wealth Preservation.
Episode 003 2007-02-14 |
1% CFA Equity Harvesting (Part 2 of 2)
Episode 002 2007-01-19 |
1% CFA Equity Harvesting (Part 1 of 2)
Episode 001 2007-01-12 |
Introduction to "Global" Asset Protection
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