20 episodes

Industry leading financial advisors, mentors and business leaders, Jason L Smith & Dave Alison host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition.

The Bucket Plan® On-Demand Series Clarity 2 Prosperity

    • Education
    • 4.7 • 3 Ratings

Industry leading financial advisors, mentors and business leaders, Jason L Smith & Dave Alison host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition.

    Coffee Break with C2P: Bucket Plan Challenges

    Coffee Break with C2P: Bucket Plan Challenges

    On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges within The Bucket Plan, how to work through them, and help your clients. Tune in!

    • 28 min
    How to Supplement a Tax-Free Retirement

    How to Supplement a Tax-Free Retirement

    We all worry about retirement and taking care of our family when the time comes. How can you generate a significant cash value in retirement, tax-free? The answer is with an Indexed Universal Life (IUL) insurance policy! Listen as Dave Alison and Marc Lauffenburger, Director of Life Sales at Magellan Financial & Insurance Services Inc., discuss IULs and how they can ease your clients' minds about the future.

    • 31 min
    How to Simplify the Way You Talk to Clients

    How to Simplify the Way You Talk to Clients

    Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients. Listen as he and host Dave Alison break down proven metaphors and relatable examples you can start using right away to help your customers better understand the role of a financial advisor and the benefits of working with one.

    • 25 min
    Fixed Index Annuities as a Bond Alternative

    Fixed Index Annuities as a Bond Alternative

    Dave Alison and Kalem Mackey of C2P Enterprises discuss utilizing a fixed index annuity as a bond alternative and its ability to help derive efficient income, eliminate the sequence of returns risk and to protect the income that retirees need. Learn how to bring fixed index annuities into your clients' financial plan today!

    • 39 min
    4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

    4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

    What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young, President of One Strategic Capital, Inc., discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.

    Winning New Assets Under Management

    Winning New Assets Under Management

    As a financial advisor, there’s always at least one topic at the top of your mind, and that’s winning more assets under management. Take a peek behind our exclusive Mastermind Collegium as we dive into how you can use analogies to help gather assets, teach your clients so they can make more informed decisions and how you can meet and exceed expectations of Alpha. Get started today!

    • 15 min

Customer Reviews

4.7 out of 5
3 Ratings

3 Ratings

DynTastic ,

Loved the episode on Increasing Closing

Great insights into asking better questions, and ideas for when to ask them. Awesome content! Dave is a great host, and Jody had some awesome experience and tips to share. I got more out of this 40 min podcast then I've gotten from most of the sales books I’ve read. Keep it up guys!!

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