Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Reframing Life Insurance: From Protection to Strategic Asset Class
The Bucket Plan® On-Demand Series
46 minutes 15 seconds
6 months ago
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 wealth management. Discover the innovative "love and greed" approach to life insurance, learn how to reframe the conversation around taxes rather than mortality, and understand why even the wealthiest clients should consider life insurance as part of their legacy and estate planning.Resources:* Book referenced: The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings, and Ignite Your Financial Freedom by Ed Slott * Planning process referenced: The Bucket Plan®* Training referenced: The Tax Management Journey®
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
