One of the biggest problems in the financial services/insurance industries is the number of “bad advisors.” What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To receive a free complimentary copy of this book, please contact our office at info@thewpi.org. To Purchase The Bad Advisors Book Click Here.

Most people just spend their money on nursing home care until they’re broke.  It doesn’t have to be that way.  With a solid Medicaid Protection Plan, our team of highly-skilled Medicaid Planners can help you find legal ways to keep more of your assets.  Medicaid can also pay for home care and in some states even assisted living.  You can… read more →

Retirement Life Thank you for your interest in Retirement Life™ (RL). RL is one of the best wealth building tools available today (that few people or advisors are familiar with). To view a video presentation on building wealth through a Retirement Life™ policy, please click on the video below. If you would like our one and/or our multi-page summary on Retirement Life™, please e-mail info@thewpi.org. To learn how you can… read more →

What is a “single premium” Life (SPL) policy? It’s a policy designed to act partially like an annuity and partially like a long-term care (LTC) policy. Most life insurance policies are funded for two reasons: 1) death benefit or 2) cash accumulation. A SPL policy is funded partially for the death benefit, but it is also funded to provide significant “living”… read more →

Thank you for your interest in the 7% return (accumulation value) FIA product that is coupled with a guaranteed lifetime income you can never outlive. The concept of using tools to provide a guaranteed lifetime income stream is more important than ever in a time when the stock market has been down 46% (2000-2002) and 59% (2007-March 2009). We understand clients are worried about running… read more →

If you had the opportunity to pay off your mortgage 5, 10, 15 years early, save in excess of $100,000 in mortgage interest payments, and you could do so WITHOUT changing your current spending habits, WOULD YOU? Every month millions of people write out their mortgage check dreaming of the day when they will send their last one. Unfortunately, that day is often 20 years… read more →

Thank you for your interest in Retirement Life (RL). RL is one of the best wealth building tools available today (that few people or advisors are familiar with). Why use RL to build your wealth? It’s quite simple.  It is the one of the only wealth building tools available that allows you to grow money tax free (income and capital gains) and remove the money tax free in… read more →