Intergenerational Wealth Preservation
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Categories of Service March 10, 2010
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Categories of Service
 
  • Basic

  • Financial Disaster Recovery

  • Funding and Funding* Vehicles

  • Insurance as a Funding* Vehicle

  • Insurance Based Solution Configurations

  • Insurance Portfolio Restructuring

  • Intergenerational Wealth Preservation

  • Life Settlement Services

  • Non-Lawyer Estate Planning

  • Non-Lawyer Litigation Support

  • Planning for the Junior Generation

  • Ponzi Scheme Victims Program

  • Qualified Plans/IRAs as Funding* Vehicles

  • Securing and Unlocking Business Value

  • Special Situations

  • Wealth Preservation Coverage Configurations

  • Wealth Transfer Hedge Configurations

 

 

 

(* and adjusting/ ameliorating/ augmenting /fortifying /hedging/ scaffolding / shepherding, as an alternative, and as a failsafe)

See Individual Services

The following are service marks, and/or trademarks of Intergenerational Wealth Preservation, Inc:
  CFPIT®; CAFAP; Certainty, Flexibility, Preferability, In Tandem; Certainty, and/or Flexibility, and/or Preferability; Intergenerational Wealth Preservation; CFPIT® Standard Of Care; CFPIT® Hurdle Rate; CFPIT® Solutions; CFPIT® Solutions Toolbox; CFPIT® Wealth Preservation Infrastructure; CFPIT® Specifications Model; the IWP logo: and,
  Providing the results you want, in the manner you want, with the ability to change them whenever you want; and, Make This Go Away/Make This Work/ Nip This In The Bud; Life Settlement Preferability Index/Ratings; Life Settlement Poison Pills Detection; and Insurance Line/Policy As A Credit Line.
  The following are service marks, and/or trademarks of Intergenerational Wealth Preservation, Inc. as well as being registered internet domains of Intergenerational Wealth Preservation, Inc.: interwealthpres.com; cfpit.com.
All other trademarks/service marks referred herein are property of their respective owners.
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