The Wealth Maximization Method™

• Lesson 1: The WealthMax Book For Advisors 

Section 2: The Dinner Series

• Lesson 1: An Overview of The Dinner Series
•  Lesson 2: The IRA Max Dinner Presentation
• Lesson 3: IRA Max PowerPoint Presentation

Section 3: Learning The IRA Max Dinner Presentation  

• Lesson 1: Introduction
• Lesson 2: The IRA Tax Trap
• Lesson 3: Using Your IRA’s And Qualified Plans To Maximize Your Income
• Lesson 4: Using Your IRA’s And Qualified Plans To Maximize Your Legacy
• Lesson 5: Presenting The Charitable Remainder Trust Concept
• Lesson 6: Positioning The Client Workshop

 Section 4: WealthMax Tools Overview

• Lesson 1: WealthMax Tools Overview Video
• Lesson 2: WealthMax Tools

Section 5: Conducting The Client Meetings

•  Lesson 1: Conducting The Client Workshop
• Lesson 2: Conducting The Planning Meetings

 Section 6: IRA Maximization and WealthTrust Strategy

•  Lesson 1: IRA Funding Strategies Part 1
• Lesson 2: IRA Funding Strategies Part 2
•  Lesson 3: Jackson National Perspective II Q & A
• Lesson 4: Annuity FAQ’s

Section 7: Personal Income Protection (PIP) Strategy

•  Lesson 1: An Overview Of The Personal Income Protection (PIP) Strategy

Section 8: Strategies For Highly Appreciated Assets