Veripax University
The collection of videos and whitepapers on this page are intended to provide general information about certain wealth management strategies and investment products that Veripax may use in the course of wealth management for clients. Nothing on this page should be taken as a recommendation or endorsement of any specific product or strategy, and the material posted on this page is not intended to give financial advice in any way.
Video Series
- Module 1: Wealth Management
- Module 2: Personal Endowment Model
- Module 3: Investment Styles
- Module 4: Performance Measurement
- Module 5: Structured Notes
- Module 6: Non-traded Preferred Stock
- Module 7: 1031 Exchange with DSTs
- Module 8: Purpose and Use of Annuities
- Module 9: Strategic Use of Insurance