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You will learn:

  • Innovative income and estate tax favored strategies designed to retain wealth
  • Defensive investment techniques geared to the expected downturns in the economy over the next decade
  • How to take advantage of financial leverage for the benefit of your clientele
  • How to insulate clientele from both income and estate tax while maintaining control over their assets
  • Alternative investments as an important component of an appropriate wealth preservation strategy
  • The proper use of insurance products to produce significant financial leverage
  • A strategy designed to eliminate estate tax for clientele who are reluctant to do any current planning
  • Why fee only financial products will outperform commission products in the future

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