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!
The Fourth Bucket: Longevity Planning for Female Clients
The Bucket Plan® On-Demand Series
29 minutes 33 seconds
6 months ago
The Fourth Bucket: Longevity Planning for Female Clients
Upgrade your retirement planning with strategies built for longer lifespans. Join host Kirsten Schlumbohm, Vice President and head of Annuity Sales at C2P, as she interviews Jeannette Bajalia, a senior wealth manager at JL Smith Holistic Wealth Management with nearly two decades of experience specializing in elder care life transition planning. Learn how Jeannette adapted the traditional three-bucket approach of The Bucket Plan® to include a fourth bucket specifically allocated for healthcare planning, alternative care, and support services that extend beyond traditional retirement needs. Learn how this methodology particularly serves women's unique longevity challenges while helping advisors differentiate their practice through comprehensive planning.Resources:* Book referenced: Wi$e Up Women: A Guide to Total Fiscal and Physical Well-Being by Jeannette Bajalia* Organization referenced: Women's Worth Statistics:* 80% of women are dying single (https://www.kiplinger.com/personal-finance/602892/widows-move-forward-on-their-own-but-not-alone?utm_source=chatgpt.com)* The centenarian population is one of the fastest-growing segments worldwide (https://www.pewresearch.org/short-reads/2024/01/09/us-centenarian-population-is-projected-to-quadruple-over-the-next-30-years/)* Healthcare costs can reach $30,000 per month for certain medications without proper planning (https://www.ncbi.nlm.nih.gov/books/NBK493099/)
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!
