The Advisor Lab by CION

Episode 92: Educating Your Clients on Insurance – How to Do it In a 2022 World


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In this episode, we sit down with Broc Buckles – Co-Founder at BC Brokerage, an insurance company partnering with fee-only financial planners to help them with life insurance, disability insurance, annuities, and more.

We get deep into the insurance industry – why they decided to partner with fee-only advisors, how the insurance world is changing, and how advisors can introduce the insurance conversation into client discussions without it feeling overwhelming and complex.

For more on BC Brokerage, head to: https://www.bc-brokerage.com/

For more on the webinar mentioned, hear here: https://zoom.us/webinar/register/WN_1DODs8ZfQtaUMI0Ti2AgXQ

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The Advisor Lab by CIONBy CION Investments

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