Our Program
Education is the single most priority when it comes to the members of Wealth Protection Professionals. To establish a long lasting, trusting relationship with their clients it is vital to start with education to start forming a foundation for the future. It makes the client and the advisor more comfortable with one another and it allows for better conversation when talking about the clients affairs.
WPP has developed a five week course that outlines each aspect of ones personal and/or business' lives. The class however can be modified to fit to what a business would like to be covered if the course is being taught specifically for a company's employees. Here is the basic outline of the course.
Class 1: Introduction to WPP; Estate Planning; Tax Planning
Class 2: Real Estate; Property & Casualty
Class 3: Health Insurance; Disablility Insurance; Critical Illness Insurance
Class 4: Medicare; Long-Term Care; Life Insurance
Class 5: Retirement; Funeral Pre-Planning
Contact us for more information on our next upcoming class or for more information on hosting a class at your place of work....
(402) 827-5547
Wealth Protection Professionals
WPP
"Building A Foundation For Your Future"
Dale Percival offers Securities through Centaurus Financial Inc. Member FINRA And SIPC (www.finra.org / www.sipc.org )
