Welcome to the home page for the Certified Asset Protection Planner (CAPP™) certification course (the only Asset Protection designation in the industry).
-Why should you learn and help your clients with asset protection?
Because NO estate, financial, or business plan can be complete if asset protection is not incorporated into each plan.
-Why else? Because if you are a financial planner, CPA/EA/accountant, attorney, insurance agent, or mortgage broker, you have unique personal liability. Therefore, when becoming a CAPP™ certified advisor, not only will you be able to help your clients, but you’ll be able to help yourself. Click here to take a free test to determine if you and/or your clients are properly asset protected.
-Why else? Because if you are not helping your clients with asset protection,someone else will. By learning asset protection and helping your clients, you will head your competitors off at the pass. While currently few advisors know proper asset protection planning techniques, it is a hot topic and many so called asset protection experts are out there trying to get business from anyone and everyone who has money. That could include your clients.
Should You Become a CAPP™ Advisor?
-You should if you are looking for the most powerful topic available to grow your practice. When you can show a client literally in less than 1 minute why they are not asset protected, you will get their attention and keep it.
-You should if you would like to know how to protect your assets from creditors(remember professionals have unique and more dangerous "personal" liability).
-You should if you do not know the following topics in detail and how they can help you protect your wealth and that of your clients.
Domestic LLCs, FLPs and offshore asset protection trusts, Captive Insurance Companies (CICs), “Freeze” Partnerships, WealthBuilder Annuity, The Leverage Bonus Plan, 1% CFA Mortgages, Equity Indexed Annuities,The Maximizer, VEBAs/419 Plans, Life Insurance, A/R Financing/Leveraging, Long-Term Care Insurance, Disability Insurance and many more topics.
Roccy DeFrancesco, Jr.Senior Advisor - JD, CWPPRoccy M. DeFrancesco, Jr., JD,CWPP
As creator, author and professor of the Certified Wealth Preservation Planner, CWPP Course, Roccy specializes in the following topics.
Creator of the Following Financial Tools and Techniques
Home Equity Acceleration Plan, HEAP
C.A.L.M Analysis, Comprehensive Analysis for Liability Management
Certified Wealth Preservation Planner, CWPP
Wealth Preservation Planning (editor) by the National Association of Accountants
Roccy is the well-published and recognized author of the following books.
Home Equity Management Guidebook
How to Achieve Maximum Wealth with Maximum Security
The Doctor's Guide to Wealth Preservation
Wealth Preservation Planning
Roccy DeFrancesco's Educational Background
Bachelor of Science Degree, Embry Riddle Aeronautical University
Doctorate of Jurisprudence, Valparaiso University
Awards and Honors
Bar Certified in Indiana and Michigan
Co Founder of the Asset Protection Society
Read More About Roccy M. DeFrancesco, Jr., JD,CWPP
Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices.
Roccy is the Author of The Doctor's Wealth Preservation Guide and the Editor of a book titled: Wealth Preservation Planning: A "Team" Approach, by The National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today's CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine.
He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner.
He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal.
