Latest / The Bucket Plan® On-Demand Series
Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection
Are you fully leveraging life insurance in your holistic financial planning approach? Find out in this enlightening episode centered around Life Insurance Awareness Month. Join guest host Kirsten Schlumbohm, VP of Annuity Sales at C2P, and Stoyan Petev, SVP of Advanced Market Sales at C2P, as they explore strategies to educate your clients and enhance your advisory services. Learn how to seamlessly integrate life insurance into The Bucket Plan® process, overcome client objections, and use it as a versatile tool for various financial planning challenges. Discover recent product innovations…
The skinny
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