December 16, 2017

Level A Rating

Level “A” rating is for advisors who have a basic knowledge on asset protection planning but can not provide complete advice to a client without a backup support team.  Why would anyone want this rating?  Ask yourself this. Would your rather work with an attorney, insurance advisor, CPA/accountant/EA, or financial planner who had a basic working knowledge on asset protection, but does not consider themselves proficient to draw up a complete plan, or one that knows nothing about asset protection planning?

To receive a Level “A” Rating, the advisor must complete an oral examination by an educational board member or submit and pass an extensive essay exam.