August 26, 2020

Secrets to Private Retirement Plans

Click below to watch: Secrets to Private Retirement Plans March 25th 2020 For any questions, to claim CME credit, or […]
August 25, 2020

Private Retirement Life

Click below to watch: Private Retirement LifeSM April 29th 2020 JOIN US for a 1 HOUR POWER-PACKED TRAINING SESSION on […]
July 7, 2020

The Strategy of Financing Life Insurance

Raymond F. Olmo, CEO and Founding Partner of TRUST-CFO®, speaks with Jeffery M. Verdon, Managing Partner of Jeffery M. Verdon […]
June 30, 2020

How Planning is Affected in the Current Landscape

Josh and Ray sit down to talk about the world of asset protection during these times of both uncertainty and […]
June 23, 2020

Asset protection and the current legal climate

Click below to watch: Thoughts on asset protection and the current legal climate. centerno-repeat;left top;;auto10px
September 1, 2016

Your Business Is Your Retirement- Protect It With A PRP

Protect Business Using Exemptions “Exempting” Your Business for a Private Retirement – for Owners & CEOs Most successful business owners […]
August 23, 2016
Wen is a PRT Not Appropriate

You Shouldn’t Do a Private Retirement Plan if…

When is a PRP NOT Appropriate? As with any strategic planning where you try to keep your money from outside interests, […]
August 18, 2016
Creditor Lawsuit

Hey Doc, Can You Help Defend Against The Creditor Lawsuit-Virus?

Are You Immune to the Creditor Lawsuit-Virus? The creditor lawsuit-virus plagues the physician market, and it’s sickening.  The facts are scary, […]
August 4, 2016
Is your Business Protected

Exempting Your Business Stock & Interests in a Private Retirement Plan

Funding Your Retirement with Your Business Stock While other retirement plans prohibit private business interest funding, a Private Retirement Plan (PRP) […]
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