P4 – Estate Plan Workshops

What is P4 Estate Planning?

P4 Estate Planning is a turn-key dinner workshop program that consistently draws in highly qualified consumers and produces incredible results for our agents & advisors.  It focuses on the following four “key” areas of estate & financial planning:

  • Prepare a solid foundation for your family’s Estate.
  • Protect your assets for today and your family’s future.
  • Preserve your retirement income and leave a legacy for your heirs.
  • Peace of Mind - enjoy your retirement knowing that the proper plans are in place.

Helpful resources for our agents and advisors

Working through Wealth Watch Partners, you will have access to completely plug and play business model. In order to participate, you will need to have a relationship with a qualified Elder Law attorney in your market. If not, we may be able to help you identify someone to work with. P4 does offer geographic territories in order to prevent overlap, so contact your Wealth Watch sales team today to find out if your market is available!

By assisting clients in these crucial areas of estate and financial planning, you will be helping them plan for the two most important aspects of their lives: everything they own and everyone they love