PRINCIPLES OF ASSET PROTECTION 

30 years of professional development, techniques, ideas, and methods are incorporated in this course and text. This course is presented in an easy to understand, straight-forward format. Our textbook, consisting of 230+ pages of current, up to date information, is designed to equip the student for a profitable planning practice and a basis for support upon completion of our Seminar. This is not a difficult course to master, however it does require your complete attention and participation. We will present a number of "power ideas", designed to build a prestigious planning practice. Just a few of the many topics contained in this course are:

The course is supplemented with a number of additional study guides and materials to provide proprietary techniques in client identification, approach, contracting, and residual servicing income. Most clients retain their Advanced Servicing Agreements for 36+ months, thus providing at least three years of ongoing stable income to your planning practice.

Our instruction begins on the important "how to's" of client identification, approach, and the time-proven wordage to utilize. We will provide the candidate with techniques and posture that are very proprietary and have a high degree of accuracy in booking client interviews at a suggested retainer rate of at least $3500. each.

We will discuss the costs involved to meet with both local and distance clients. It is vitally important for the candidate to insure that they do not lose money, as a majority of traditional start-up businesses do, at the launch of their endeavors. We will clearly demonstrate how to receive your full retainer, up front, without squabble, before even booking a prospective client. There is no reason why any CAPS^® should ever operate their advanced planning practice without due compensation paid in advance. We will clearly show you how this is accomplished.

CAPS^® are trained to search for information wherein their clients could fall victim to a potential plaintiff, regulatory agency, and combative employee. This course will provide, in great detail, just how this is accomplished. The supplemental study materials are somewhat shocking, very revealing, and will provide the candidate with information on the advanced techniques of informational systems that are second to none.

The course then funnels down all of this material into a proprietary document and technique that we referred to as an "Advanced Client Report". This document is powerful - period. Without exception, the client will be on the phone with you to book in the techniques, structures, and methodology that you have recommended in your Client Report. This of course will generate another income source along with residual income for years to come.

We will take the complexities of the estate planning process and reduce them to a very workable technique for our clients. This course is designed for the layperson to acquire a working knowledge of the estate planning process. Living Trusts, the various Powers of Attorney, Living Wills, tax savings ideas and techniques, are just a few, of the easy to understand topics that we will discuss. Don't be put off with "complexities", we have the answers for our clients, and the process is very simple and easy to execute and maintain.

The result of this entire process is ongoing income to your advanced planning practice through ever-increasing client referrals from the people that you have served. Clients will always refer their family, friends, and colleagues to you, all of whom will be of greater wealth standing than they are. Therefore your practice income is always "on-the-grow".