About Me
Name: Roccy DeFrancescoJob Title: JD, President
Company Name: The Wealth Preservation Institute Biography: Roccy M. DeFrancesco, Jr., JD, CWPP™, CAPP™, CMP™, is the 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. Roccy is on the Editorial Board for the CPA Wealth Provider. 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 Bad Advisors: How to Identify Them; How to Avoid Them© (www.badadvisors.com), Retiring Without Risk©, The Home Equity Management Guidebook©, The Doctor’s Wealth Preservation Guide©, The Home Equity Acceleration Plan (H.E.A.P.)©, and the Editor of a book titled: Wealth Preservation Planning: A “Team” Approach©, by The National Society of Accountants.
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My Recent Activity
tschulda0817f recently commented on Medicaid compliant annuities: what they are and how they could help you write more business By Roccy Defrancesco
2012-02-07 17:31:46
mark5c8e69 recently commented on Medicaid planning: Should your advice be best for your clients or society at large? By Roccy Defrancesco
2012-02-07 15:32:30
Theodore Durante CFP® CLTC recently commented on Medicaid planning: Should your advice be best for your clients or society at large? By Roccy Defrancesco
2012-02-07 11:48:58
Roccy DeFrancesco recently commented on Medicaid planning: Should your advice be best for your clients or society at large? By Roccy Defrancesco
2012-02-03 08:46:31
Barbara Hanson recently commented on Medicaid planning: Should your advice be best for your clients or society at large? By Roccy Defrancesco
2012-02-02 21:50:10
Roccy DeFrancesco recently commented on Medicaid planning: Should your advice be best for your clients or society at large? By Roccy Defrancesco
2012-02-01 16:08:14
Barbara Hanson recently commented on Medicaid planning: Should your advice be best for your clients or society at large? By Roccy Defrancesco
2012-02-01 15:52:45
Roccy DeFrancesco recently contributed a new Article, Medicaid planning: Should your advice be best for your clients or society at large?
2012-01-31 12:58:00
fishyak recently commented on Life Partners sued by the SEC for fraud By Roccy Defrancesco
2012-01-26 15:16:05
Roccy DeFrancesco recently commented on Life Partners sued by the SEC for fraud By Roccy Defrancesco
2012-01-16 15:56:55
About My Company
The Wealth Preservation Institute (The WPI) is the only educational institution in the country that deals with "advanced" planning for high income/net
ProducersWeb Profile: The Wealth Preservation Institute
Company Email: roccy@thewpi.org
Company Web Address: http://www.thewpi.org
ProducersWeb Profile: The Wealth Preservation Institute
Company Email: roccy@thewpi.org
Company Web Address: http://www.thewpi.org
The Wealth Preservation Institute
139 N. Whittaker
New Buffalo MI 49117
139 N. Whittaker
New Buffalo MI 49117
My Most Recent Articles
January 31, 2012
Medicaid planning: Should your advice be best for your clients or society at large?
January 16, 2012
Life Partners sued by the SEC for fraud
January 5, 2012
Powerful uses of a first-to-die rider on a second-to-die life insurance policy
November 30, 2011
Why haven’t all your clients refinanced their mortgages?
November 2, 2011
Using IDGTs to create the family bank through the tax favorable purchase of life insurance
My Most Recent Blogs
October 31, 2011
Medicaid planning: The role of Medicaid-compliant annuities
February 7, 2011
Better EIUL designs: What are the two most important design features of an EIUL policy?
My Shared Links
February 3, 2011
My new book - Bad Advisors: How to Identify Them; How to Avoid Them
November 4, 2010
Excerpt from "Bad Advisors: How to Identify Them; How to Avoid Them"
October 27, 2010
Dave Ramsey White Paper
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