Founder of The Wealth Preservation Institute, the creator of the Certified Wealth Preservation Planner (CWPP™), Certified Asset Protection Planner (CAPP™), Certified Medicaid Planner (CMP™) designations and the Co-Founder of the Asset Protection Society.
Let me ask the million dollar question for this article: Will a fee-only advisor recommend an FIA to a client? Answer: I highly doubt it. Read More >
A 10-year MDRT member with three Top of the Table and five Court of the Table honors, John is the president of Disability Resource Group, Inc. in Chicago and current trustee for NIAFA National.
Explore six top reasons for hands-on leadership Read More >
Rebekah is Vice President, Market Strategy and Training for Northwestern Mutual where she leads the development of strategies for key market segments, including the company’s retirement strategy. rebekahbarsch@ northwesternmutual. com
Learn the three-pronged approach to ensuring your clients live comfortably during their retirement years. Read More >
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