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        "... Americans will spend more time planning a two week vacation --than planning their own retirement ..."   

--American Savings Education Council  ...Affluent Americans are the worst offenders, forgoing estate tax planning until it's too late...


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Jim Dyer (pictured center),  is one of only two (2) individuals worldwide to have thirty-five or more (35+) years of continuous qualifing membership in ALL THREE advisor associations;  The Forum 400, MDRT's Top of the Table, and the Association of Advanced Life Underwriting. Mr. Dyer has served on the board of directors for companies involved in banking, real estate, manufacturing, transportation and petroleum distribution. Mr. Dyer has been active in the advanced estate and business succession planning profession since 1963.  Mr. Dyer is one of the founding Principals of First Financial Resources, a national organization which has over 100 member firms. He is also the Co-Founder of The Wealth Preservation Institute, LLC. Mr. Dyer is a sought-after and frequent speaker at major financial forums. He has spoken extensively within the United States and internationally.
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Important: this is not a solicitation for investments nor an
offer to buy or sell securities, bank loans, real estate or
insurance related products/services.

IRS Circular 230 Disclosure: any US tax advice contained
in this website cannot, and is not intended to be used, for the
purpose of avoiding penalties under the IRCode, and/or
promoting, selling or recommending any transaction
addressed herein.
 
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