For financial professionals and clients alike, life insurance is often a misunderstood, mismanaged, and mis-sold asset. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and special guests, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Walter Young, MBA RICP, Business Development Officer and financial representative at JL Smith. These three join forces for a special discussion on leveraging life insurance in financial planning, in honor of "Insure Your Love Month.” Hear personal anecdotes and professional advice from these experienced professionals on utilizing life insurance for immediate wealth creation, retirement planning, and legacy building, while also addressing the technical aspects of policy design and the market's evolving landscape. Tune in to discover how life insurance has become a multifaceted tool for helping clients achieve financial security and peace of mind.

Resources:

The 5th Option: Why Your Retirement Plan Won't Work the Way You Think It Will book