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Education Center.

Stern Financial Group / Education Center

Education Center


My name is Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™ and I am the Founder of The Wealth Preservation Institute.
The following videos are provided  are to be used for educational purposes only. 

Guaranteed Income Benefits

Asset Protection

Single Premium Life

Bad Advisors

Retirement Life

Medicaid

HEAP – Home Equity Acceleration Plan

Retirement Life vs Brokerage Accounts & 401k’s

Captive Insurance Companies (CICs)

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Learn the latest legal strategies to protect and preserve your wealth.

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