Do you help CPAs or financial advisors? Do I qualify if I already have an Estate Plan, asset protection, and/or deal network?

• Typically not, because in many cases you will have already established your own asset protections structures, estate planning, and deal network. At which point you really just want a small ticket item. We are not a fulfillment company, we provide comprehensive strategy and support. So you would either need to come on board for our full program or find a one-off provider elsewhere.