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Who We Are

We are passionate. We are there to help always. We love learning and we love educating even more. 

At our core we are all about support and empowerment. Giving advisers the education and resources they need to break through to success in the Succession, Asset Protection & Estate Planning industry.


Our Mission

Industry transparency and a more compliant framework for clients and advisers. 

We are the industry's only single point of contact association; designed to support the growing speciality of Succession, Asset Protection & Estate Planning.

Core Values


We lead our industry to ensure we offer the very best technology to bring people together. 


We remain honest and willing to improve. We stand for our members and we expect our members to stand together. 


We believe that everyone should have access to the right advice to ensure theirs and their families future is secure. 

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