Financial Education

Financial Books, Home Equity Acceleration

H.E.A.P.™, Home Equity Acceleration Plan Book | Paperback

$24.95

Would you like to pay off your home 5, 10 or 15 years earlier, without changing your payments or lifestyle by using mortgage interest to your benefit?

Medicaid Planning

Medicaid Planner Course & Medicaid Guidebook

MEDICAID GUIDEBOOK 4th edition | MEDICAID PLANNER Course Combination

MEDICAID GUIDEBOOK | MEDICAID PLANNER Course CombinationThe next best thing to in-person training is webinar training (some like it better because it avoids the cost to travel and each webinar can be viewed over and over until you learn the subject matter inside and out).As you may already know, Medicaid planning is one of the most important and overlooked topics by attorneys, financial planners, insurance agents, and CPAs.There are millions of Americans who are in need of "proper" Medicaid planning today. The number of people who will need help preserving their assets from Medicaid spenddown and recovery is increasing daily (there are 7,000 people turning 65 every day in this country).

Retiring Without Risk Book

$24.95

RETIRING WITHOUT RISK WAS CREATED AS THE AUTHORITATIVE GUIDE TO HELP YOU:

Build wealth for retirement without the fear associated with investing in the stock market.
Build a tax-free retirement nest egg in the most efficient, least painful and least risky manner possible.
Determine if tax-deferred qualified retirement plans or IRAs are really tax hostile or tax favorable.
Learn how to grow wealth with NO risk of loss due to market downturns.
Learn how to lock in stock market gains on an annual basis (which will never be lost once locked in).
Learn how to earn a 7% guaranteed rate of return (accumulation value) with a guaranteed income for life you can never outlive.

Download/Review the Table of Contents

Medicaid Planning

Medicaid Guidebook

$400.00

The Medicaid Guidebook (4th Edition)

Over 450 pages and over 1,300 citations.

As you may already know, long-term care Medicaid planning is one of the most important and overlooked topics by attorneys, financial planners, insurance agents, and CPAs.Even the most experienced Medicaid Planning attorneys in the US keep this book handy. This seminal book has the most citations to state and federal Medicaid rules of any book ever published. With over 1,300 citations, numerous practical examples, and practice tips, the Guidebook is an indispensable desk reference for anyone advising seniors – attorneys, financial advisors, CPAs, etc.

Bad Advisors Paperback

For consumersIf you are a non-advisor, reading this book will open your eyes to the fact that most of your past, current, and future advisors are bad advisors. I will give you specific questions to ask your current and future advisors so you can determine in no uncertain terms if they are "good advisors" or "bad advisors."While this is self serving, anyone who has any amount of wealth needs to read this book so they can protect their wealth from the bad advice that is being given by the majority of advisors in our country (this is sad but true).For AdvisorsThis book is going to be a bitter pill for most advisors. If you are what I call a "bad advisor" the book will confirm this for you. If you are teetering on the edge, my hope is that this book will help you determine how you will go about giving advice to your clients in the future. If you are a "good advisor" this book will confirm that for you and will be a book you will want to give to your clients (so they too will know that they are lucky to be dealing with a "good advisor"). The Preface (what drove Roccy to write this book)The Foreword (what you'll learn by reading the book and about the author)Chapter 1: Everyone's Worst Nightmare (five horror stories of bad advice given to people of different ages and economic status)Once you read these chapters, you'll know why Bad Advisors is unlike any book ever written!

5-Pillar Asset Protection

$24.95

Pillar #1 Lawsuit protection: This includes protection from premises liability, professional negligence, texting and driving car crashes (which is six times more dangerous than drunk driving), etc.Pillar #2 The IRS: Your #1 guaranteed creditor every year is the IRS. You can't grow maximum wealth without taking steps to mitigate or eliminate income, capital gains, and estate tax.Pillar #3 The Stock Market: The bi-product of unchecked investment risk is losing a significant percentage of your investible assets in the next stock market crash. Taking specific steps to hedge downside risk in the market is a staple of every asset protection plan.Pillar #4 • Long-Term Care: 69% of people age 65 and older will need some form of LTC. Those costs can easily exceed SI 00,000 a year per person and MUST be planned for.Pillar #5 • Estate Planning: Most estate plans are NOT set up correctly or are incomplete. This can cause wasted time, headaches, and significant expense as it relates to probate and medical/legal directives. For the affluent, it co cost millions in unnecessary estate taxes.5-Pillar Asset Protection will help you identify risks that if unaccounted for can ruin you financially. Identifying the risk is important, but what's equally important is identifying the potential solutions to protect against these risks. This book explains the pros and cons of solutions provided so readers will be able to make informed decisions about which ones will best fit their individual needs.

Medicaid Planning

Medicaid Planner Course

Updated Medicaid Course

The next best thing to in-person training is online training you can watch and listen to at your convenience. Some like it better because there's no travel involved and you can watch courses again and again until you learn the subject matter completely, or revisit topics as they become relevant in cases you're working on.The cost to view the online webinars is $350. The course instructor charges more than that for just an hour of his time. You get a full 17-hours of practical examples and valuable planning techniques from one of the nation's leading experts!To attend a course like this in-person would cost you thousands of dollars in travel time and expense, as well as course registration fees. To order this course so you can start learning the important long-term care Medicaid Planning subject matter, please click the buy button on this page.

The Home Equity Management Guidebook

$29.95

This book provides full disclosure and inside information on how you can pull equity from home and turn it into investment cash, tax-free and benefit during retirement. Many books fall short on explaining how to use this tool in the correct manner.

Courses

Financial Literacy Course

OnPointe’s 10-Module Financial Literacy Course By: Roccy DeFrancesco, JD, CAPP, CMP

My personal guarantee: If you are not satisfied with the course material, I will provide a 100% refund!To download the FULL Table of Contents for the course, click here.To sign up to take this course, click here.Are you ready for an educational experience unlike any other?The course will cover vitally important topics that most advisors don’t know, let alone help their clients with.The course will cover topics everyone should know but will do so in a way that EVERY reader will learn something new and useful.At its core, this educational course was designed to teach people how to protect and grow their wealth.It sounds simple, but if that were the case, there wouldn’t be millions of Americans who have assets exposed to creditors and not enough money saved for retirement.If you are ready to stop blindly taking advice from advisors who you have no real idea if they know what they are doing, you are ready to take this course.Each module comes with a 10-15 question exam! The goal of the exams isn’t to pass or fail people. It’s a tool to reinforce what you are learning. Missing questions can be more valuable than getting them correct sometimes because you can go back through the course material to see what you didn’t understand.The goal is to educate consumers so they can have the best chance to grow wealth and meet their financial goals with the least amount of risk.Table of ContentsSection 1—Bad Advisors: How to Identify Them; How to Avoid ThemSection 2—Debt ManagementSection 3—Estate PlanningSection 4—Traditional Wealth-Building (why it hasn’t worked)Section 5—Investment Risk (how to avoid it)Section 6—Understanding Life InsuranceSection 7—Understanding AnnuitiesSection 8—Asset ProtectionSection 9—Retirement Life CycleSection 10—Designing Your Plan

Advisors

Asset Protection Society – State Rep. + CAPP™ Combo

& STATE REP COMBO

Being an APS State Representative is an excellent networking and marketing tool. The APS believes that the State Representatives will help the society grow and, in turn, grow their own practice through education and information delivery to the public and other advisors.

Uncategorized

Asset Protection Society – State Rep.

$250.00

Are you considering becoming a State Representative for the APS If so, you believe in the concept of asset protection and want to have input as to the direction the society will take as we go forward, you want to help the society grow, and you want to further the APS's goal of protecting and educating the public on asset protection done "the right way".Being an APS State Representative is an excellent networking and marketing tool. The APS believes that the State Representatives will help the society grow and, in turn, grow its practice through education and information delivery to the public and other advisors.Note: To be a State Representative to the APS™ each applicant must pass the CAPP™ Course.The CAPP™ Course can be found at this link Certified Asset Protection Planner