Advanced Design Center
Advanced Design Center
Besides the $25,000+ worth of marketing tools that Roccy and his affiliated IMO can offer advisors, Roccy also has the ONLY true “Advanced” Design Center in the industry today (accessable to those who take the CWPP, CAPP, and MMB course or advisors who work with is affiliated IMO).
What does it mean to create an advanced “case design“ for a client?
To most, case design is code for crafting a solution to allow an insurance agent to sell the maximum amount of life insurance or annuities. Case design is typically advisor focused, not client focused; and, again, virtually no IMOs in this industry truly have the ability to put together “advanced planning.“
Our case design center is first and foremost client focused. When you receive help from our design center, you can feel comfortable that it will be a “compliant“ plan using the most up-to-date techniques available in the market today.
Who creates our advanced-case designs?
Roccy DeFrancesco, JD, CWPP, CAPP, MMB
Founder The Wealth Preservation Institute
Jim Duggan, JD, MBA (Chicago)
Duggan Bertsch, Attorneys and Counselors at Law
Brad Barth, JD, MBA (California)
Barth, Berus & Calderon, LLP
All three are nationally known attorneys who understand the use of life insurance and annuities in an “advanced“ estate plan.
The advanced design center will deal with among other topics:
Captive Insurance Companies (CICs)
Pension/IRA Rescue
Freeze Partnerships
Intentionally Defective Grantor Trusts
Grantor Retained Annuity Trusts (GRATs)
Charitable Remainder and Lead Trusts (CRTs and CLTs)
Buy/Sell Agreements
Special Needs Trusts
International Structures
Asset Protection
Section 79 Plans (FYI, they are not a good option 95% of the time)
And any other structure that is appropriate to accomplish a client’s income and estate tax reduction plan.
Comprehensive Asset Liability Management C.A.L.M.
Something that is sorely needed in our industry is a sales platform to move clients forward with their planning. The C.A.L.M. sales platform is truly unique in this industry. For licensed advisors of ECA, Roccy DeFrancesco, JD, CWP, CAPP, MMB, Founder of The Wealth Preservation Institute will create for your clients a C.A.L.M. memo that is hands down the best sales platform in the industry to help advisors educate and motivate clients to move forward with an overall financial/estate plan.
A C.A.L.M. memo is a detailed road map a client can follow and an advisor can use to make sure a client moves forward to complete his/her plan.
These memos typically cost $2,500-$5,000; but for advisors licensed with the IMO Roccy is affiliated with, your clients can purchase them for $750.
To learn more about C.A.L.M. memos, please click here or e-mail roccy@strategicmp.net