December 16, 2017

Estate Planning Exam

This will determine if you need help with your estate plan (minimizing estate and capital gains taxes among other items).

Scoring on your exam

If you receive less than a 70% on this test, you are in need of asset protection help.

If you receive less than a 50°/o on this test, you have serious asset protection problems.

If you receive less than 30% on this test, you should immediately find an APS™  “Rated” advisor to help you put together a complete asset protection plan.

To take the following exam, please click here and put in the appropriate user name and password.

Test Provided by the Wealth Preservation Institute

Estate Planning Exam

Username: estate

Password: plan