Latest / The Bucket Plan® On-Demand Series
Reframing Life Insurance: From Protection to Strategic Asset Class
Life insurance is often misunderstood, mismanaged, and mis-sold, yet it remains one of the most powerful tools in comprehensive financial planning. Join host Dave Alison as he interviews Dave Buckwald, founder and CEO of OneTeam Financial and partner at C2P, who shares his deeply personal journey shaped by the tragic events of 9/11. With over 30 years of experience guiding individuals, families, and business owners through comprehensive financial planning, Dave Buckwald reveals how to overcome client inaction and effectively position life insurance as a strategic asset class within holistic…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.