Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection
Episode description
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, explore real-world case studies, and gain insights on timing life insurance discussions with clients. Tune in to strengthen your role as a holistic financial advisor, address client needs more comprehensively, and grow your practice through effective life insurance strategies.
Resources:
- Campaign Referenced: Life Insurance Awareness Month
- Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
- Training Referenced: The Bucket Plan® 1.0
Statistics:
- 40% of people were looking to purchase life insurance in 2023
- 76% of people overestimate the cost of life insurance coverage
Over 50% of U.S. adults admit to a lack of understanding about life insurance