The Bucket Plan® On-Demand Series Clarity 2 Prosperity

June is Annuity Awareness Month! To celebrate, Langenfeld RICP®, BPC, Vice President of Insurance Sales at C2P, dives into the annuity-related strategies our guests are using in their practices. Join us and hear from annuity experts Bryan Bibbo, AIF, NSSA,& BPC, partner at JL Smith; Greg Hammer, President and CEO of Hammer Financial Group; and Kalem Mackey, CFP®, BPC, EVP of Insurance Distribution at C2P. Learn how they leverage annuities for their clients and dispel myths about this investment option — download and tune in now!

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, We discuss tax management and its impact on business, share real world stories from clients, and give our takeaways from the Tax Management Journey® training. Barista Dave Alison, President | Founding Partner of C2P, is joined by Glen Pier, Founder & President of Infinity Wealth Management, and Walter Young MBA, RICP®, Founder of the 5th Option.

In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion. They discuss Dr. Crosby's presentation "The Mind and the Market" and dive into how advisors think, how to help clients navigate the volatility in the market, and how to manage and maximize their investments. Dave and Dr. Crosby also discuss the behavioral aspect of The Bucket Plan and how emotions tie into the process.

In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing a tax policy update from the event! Dave Alison, CFP®, EA, BPC spoke to advisors in attendance and discussed all things taxes: What policies did and did not become law in 2022, and what's to come in 2023 with new numbers, tax rates, ideas, and strategies.

In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing our Top 5 Roundtables! Listen as Ivy Pierson, CEP, MBA, of Pierson Wealth Management, and Joe Salerno of Salerno Financial Group, share how The Bucket Plan® can simplify asset allocation for clients. They also discuss the products and strategies that they use within The Bucket Plan, so tune in!

In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with author, attorney, and President of Insurance Education Advisors, Harley Gordon. He is a nationally recognized authority on long-term care issues. Gordon's book, The Conversation, was written to help advisors and families facilitate a discussion around the uncomfortable subject of extended care.