The

Total Asset
Protection
eBook
 The Total
Asset Protection
eBook
excerpted from
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Table of Contents
Introduction......................................................................................................................1

Protecting Your Bank and Brokerage Accounts................................................ 11

Protecting Your Retirement Plans.......................................................................... 17

Protecting Your Rental Properties.......................................................................... 21

Protecting Your Small Business..............................................................................28

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About Protect Wealth Academy

Asset Protection, Tax Reduction and Estate Planning are all part of a larger plan of
wealth creation and preservation. After all, part of creating wealth is protecting
what you have worked so hard for. In fact, we have found that most individuals
who have been lucky enough to experience a degree of success, are now more
concerned about losing their wealth than building more. In today’s society where
headlines constantly talk of lawsuits, accidents and uncertainty, it’s no wonder
asset protection is a priority for anyone building or preserving wealth.

Protect Wealth Academy was created to help educate those who truly need to
understand how to protect their wealth. We offer live classes, webinars, hotline
and other support services to help you completely understand the full picture of
how taxes work with asset protection, estate planning and many more strategies
people tend to miss. Many well-meaning financial professionals and advisors only
have part of the picture. Just because it makes sense for tax purposes does not
mean it makes sense for asset protection or estate planning and vice versa.

We bring together many of the nation’s leading attorneys and advisors who are
actively working to help people implement these strategies. We focus on staying
current on the latest law updates but stay away from new and untested “fad”
legal structures that make you the guinea pig should the structure be tested.
Court-tested case law is where most legal entities are formed because they are
the most secure and it is well documented how the courts will treat them. This
means you can have the security of the courts backing you and scare away any
potential threats. The goal is to make your estate look as unattractive as possible
to a plaintiff’s attorney while reducing taxes and putting in place a solid estate
plan for your heirs.

We are passionate about what we do because we have seen what a properly
structured estate can do. Not just protecting your assets from threats but also
helping families in some of their most difficult times. After all, the real reason for
all of this is so that you can live with the comfort of knowing you and your family
are properly protected and unrestrained from threats.

For more information visit us at ProtectWealth.com
For more information visit us at ProtectWealth.com

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What People Are Saying About Protect Wealth Academy

“This financial information clearly enabled us to make significant changes that will
enhance our estate, protect our assets and improve our return on investment.
No other firm or individuals have ever helped us to this magnitude. Thank you.”
Kurt R. P.; Carmel IN

"I lost hundreds of thousands of dollars because I wasn’t properly structured. If I
had implemented these strategies I would have saved myself a lot of heartache
and years of struggle. Thank you for opening my eyes and setting me straight. I
can sleep easy at night knowing my assets are now protected."
Mark S.

“Your course and documents saved me over $3,000,000 plus my entire real estate
career. I will always be grateful to you for your brilliance and dedication in
helping others salvage their hard-earned money.”
Patricia O.; Los Lunas NM

“In my opinion [this]…..protection plan is the safest and most effective program
ever developed for safeguarding a person’s assets from creditors. Equally as
important, it’s easy for a non-lawyer to understand and implement.”
C.F.A. – attorney and acclaimed author of 5 books on legal subjects

“…as the representative of three to four hundred doctors we have concluded that
this seminar is a must for the asset protection of each and every doctor practicing
in the U.S. today.”
C.F.A. – attorney; Chicago IL

“Insurance is very important, but your program goes beyond this protection to
put not just an umbrella, but a legal bomb shelter over your family. Thanks for
the great information.”
Rusty K.; Sales Manager

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“I was hit by a federal judgment against me for over $100,000. Thanks to your
asset protection techniques, I did not lose one cent or a single asset. You should
know that an attempt to place a lien against my property failed because the
property is held in a FLP. Thank you very much.”
Dr. J. H.; Cleveland Heights OH

“I set up a Nevada Corp and a Delaware FLP and had a law firm look it over after it
was set up. The law firm told me it was A+ work and was amazed I set it up
myself so professionally. It saved me thousands of dollars.”
Paul F.; Ft. Lauderdale, FL

“My husband and I set up two “C” corporations with your forms. Our first year
we saved $100,000 in taxes and received a $14,000 refund on the taxes we had
paid.” Thank you so much.”
Mrs. P. R.; Corona CA

“First-class information, presentation and affordable materials have no peer in
the financial arena.”
Patrick Winter

“Your seminar covered more ground on asset protection than twelve years of
study and textbook application as a financial planner.”
Robert D.; Atlanta, GA

……[You have] put together a package of materials that takes the guesswork out
of most any sort of legal business. It leaves … clients confident, informed and
prepared to go out and succeed without fear. I would recommend the
…materials to anyone. It is time and money well spent.”
Stephen C.S.; North Liberty IA


“This information is invaluable to me as a physician! You are right, no one cares
about our money like we do. This information will allow us to sleep at night and
continue on our wealth creations journey.”
Dr. Mathew J.

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 SPECIAL GIFT - Scholarship to
3-Day Build & Protect Wealth Summit

America's greatest attorneys and trainers LIVE and in person at one event!

Unfortunately, we are only able to scratch the surface in this eBook. We will have
a lot more time to discuss more in-depth topics at the 3-Day Build & Protect
Wealth Summit such as taxes, investing, estate planning, insurance, retirement
and many other insider secrets used by the Ultra-High Net Worth.

For nearly two decades we have been running the 3-Day Build & Protect Wealth
Summit where you can meet one-on-one with the experts and attorneys all in one
place.

Join thousands that have attended the Longest Running Wealth Protection
Event in the Nation!

Sit down with experts on tax, asset protection, estate planning, investing,
retirement and insurance and have a customized plan created uniquely for you.
Strategize with real estate, stock, and other investors and learn the techniques
used by ultra-high net worth individuals for creating and building wealth.

LEARN HOW TO:
• Get Safe, Double-Digit Returns
• Create Consistent Passive Income Streams
• Significantly Lower Your Income Taxes
• Reduce or Eliminate Estate Taxes & Probate
• Protect Your Estate from Lawsuits & Judgements


FREE GIFT – Tuition Certificate for two to attend a 3-Day Build and Protect
Wealth Summit.

To claim your gift, see included certificate on the next few pages.

For more information and to register visit ProtectWealth.com/SummitSpecial
For more information and to register visit ProtectWealth.com/SummitSpecial

38


What others are saying about the
3-Day Build & Protect Wealth Summit

Very Enlightening with little “fluff” and lots of content. We really appreciated
the PowerPoint copies. Very appreciative of all the contacts and opportunities.
Marc D.

Overall, I’d say this has been the BEST conference I’ve been to in my entire life
including my medical conferences or my wife’s business conferences. Dr.
Raymond G.

Excellent summit. Anyone with some wealth must become familiar with these
tools. Even if someone else is implementing your entities for you, you need to
know how to participate in decision making process. Greg A.

Very well ran conference. Copious information. Great Presenters. Valuable one-
on-one consulting. Presenters displayed genuine interest in helping attendees.
Hal H.

I could not have taken this seminar at a better time in my life. I have been offered
(and have accepted) a severance package from my job and will be retiring at the
end of this month. Needless to say, I have been trying to figure out what to do.
This seminar has brought that together and make me quite anxious to get on with
the next phase of my life. Pat R.

I have been to other Asset Protection programs before and they didn’t seem to
care about the maintenance costs involved. This program helps students
understand how to best structure your assets, no matter how big or small, to
protect against liability, to increase your legal tax deductions, and to structure for
estate planning and transfer at the end of your life. All this with careful
consideration to getting the most protection and benefit for the least
maintenance costs. Very practical!
Ruth B.

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Great speakers! It was clear that the speakers are passionate and care deeply
about what they teach which definitely inspires us. I know that some of the things
we discussed will help me tremendously. One of the rentals I own just had a stove
fire which drove home how things can change quickly and put everything I’ve
worked hard for at risk without taking the steps I learned today. Lourdes K.

As a newly started real estate investor the wealth of information that was
presented during the past 3 days were and are invaluable! With this knowledge I
will now be able to find a competent Asset Protection Attorney to help me set up
my own personalized Asset Protection Plan based on my current situation. “It’s All
About the Principles!” D P.

This is a class you cannot afford to miss. A definite necessity for everyone to
attend. Ignorance is no longer an excuse. Finally, a class you can really apply for
life. Ken T.

Being here was well worth it. A life-changing seminar that exposes you to good
even great concepts that most attorneys and CPAs don’t know! Pam Y.

Everything about the conference was phenomenal!! As a CPA, I’ve been to my

share of tax reduction & wealth preservation/accumulation seminars. Without a
doubt, the 3-Day Summit takes the cake and blows all the other others,
combined, away! Awesome!

Register online at ProtectWealth.com/SummitSpecial
Register online at ProtectWealth.com/SummitSpecial

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 Protect Wealth Course Certificate
Congratulations! The most successful people take action and are constantly
taking the time to self-educate. Traditional education gets you a job but self-
education gets you a lifetime of wealth. By simply taking action and reading
this book you are one of the select few who takes the extra time to learn so
you can build and protect your wealth for you and future generations. We are
offering you and one guest an exclusive scholarship a $2,000 value to attend
the 3-Day Build & Protect Wealth Summit. At this, the longest running
workshop of its kind, you can meet one-on-one with the experts & Attorneys
to strategize the best way to build and protect your wealth.

To download your scholarship voucher and register for an event, visit
ProtectWealth.com or call us at 800-276-1430.*

Limited Redeem at
Redeem at
Seating ProtectWealth.com/SummitSpecial
ProtectWealth.com/SummitSpecial
Redeem
TODAY!

*This offer is available to purchasers of the Protect Wealth Series of eBooks, Hardbound books and other training
materials. Limited to one scholarship per copy. Scholarship may only be applied towards the 3-Day Build & Protect
Wealth Summits and is subject to availability and/or changes to schedule. This is a strictly limited one time offer
and the scholarship must be redeemed by the date of the offer shown on ProtectWealth.Com. Value of scholarship
is up to $2,000 and is subject to change. No cash value. Additional fees and tuition may apply at the time of
registration. Registrants are responsible for travel, food and other accommodations if required and are under no
additional financial obligation. We reserve the right to refuse admission and scholarship.

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