The Bucket Plan® On-Demand Series

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we discuss utilizing Fixed Indexed Annuities as an alternative when bonds aren't yielding the desired results. Tune in to hear how advisors keep their clients happy during times of high volatility.

Do your clients worry about their future and the state of their retirement? The number one concern we hear from our clients is that they will outlive their money. Listen to our high-level discussion on longevity planning with the Author of The 5th Option, Walter Young. The 5th Option is the must-read book for anyone determined to find practical and sensible solutions for a stress-free retirement. It outlines retirement philosophies and why many fall short over time.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we're joined by special guest Ed Slott, CPA, Founder & CEO of Ed Slott and Company! Tune in as we discuss legislation updates to the SECURE Act in 2022.

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!

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.

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.

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!

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 of the 5th Option, discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.

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!