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Roccy DeFrancesco, JD CWPP™ – Latest News
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Retire Without Risk Checklist. This checklist is meant to give you a quick assessment of your situation. Please circle your answers (for those who want help, you can fax this list to (313-887-053) or e-mail it to roccy@wealthpreservationinstitute.com. 1) Are you invested in stocks, bonds, or mutual funds (including index funds)? Yes or No 2) Are you using variable annuities? Yes or No 3) Do you have long term care insurance Yes or No. April 20, 2015. Or simply e-mail me at roccy@badadvisors.com.
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Roccy DeFrancesco Education – Offshore AP Structures
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Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. Offshore ...
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Roccy DeFrancesco Education – Cash Balance Plans
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Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. Implement...
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Roccy DeFrancesco Education – Asset Protection Review
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Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. Are neede...
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Roccy DeFrancesco Education – Introduction
http://roccy.info/asset-protection-introduction
Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. The IRS i...
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Roccy DeFrancesco Education – 401(h) Plans
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Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. If you ar...
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Roccy DeFrancesco Education – Closely-Held Insurance Company (CIC)
http://roccy.info/tax-planning/closely-held-insurance-company-cic
Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. If the in...
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Roccy DeFrancesco Education – Negligence Lawsuits
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Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. Clients w...
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Roccy DeFrancesco Education – Profit Sharing Plans
http://roccy.info/tax-planning/profit-sharing-plans
Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. To determ...
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Roccy DeFrancesco Education – 401(k) Plans
http://roccy.info/tax-planning/401k-plans
Voice: 269.216.9978 Email Roccy.Info. Is a Lawsuit Lying in Wait for You. Do You need an AP Checkup? 412(e)3 Defined Benefit Plans. Closely-Held Insurance Company (CIC). Creative Health Care Deductions. Home Equity Acceleration Plan (H.E.A.P ). Get Your H.E.A.P. Mobile App For FREE Today. 7% Guaranteed Return with Lifetime Income. 5 Estate Planning Tools. Long Term Care Insurance. SPL for Long Term Care Insurance. Life Insurance Made Easy. Advanced Estate Planning Tools. Avoid the 75% Tax Trap. You may h...
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