Latest / The Bucket Plan® On-Demand Series
Beyond The Bucket Plan®: Leveraging Life Insurance as an Asset Class
Discover the crucial role of life insurance in financial planning, especially for high net worth and ultra-high net worth individuals. In this episode, our guest host, Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, sits down with Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior Vice President of Advanced Markets at C2P, and Walter C. Young III, national speaker and author. While Petev discusses life insurance as an asset class, estate equalization strategies, and premium financing, Young highlights the various living benefits and income sources life insurance can provide. The…
The skinny
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