The Bucket Plan® Applied

It’s a new world for many financial advisors today between increasing regulation and educated clients needing and expecting coordinated financial plans. The Bucket Plan® turnkey process and best-selling book provides a holistic financial plan that includes insurance, investments, taxes, legacy planning, Social Security strategies and Medicare supplements into a comprehensive and simple plan that clients can easily understand. On today’s Take Action podcast series hosted by Jason L Smith, we share a practice spotlight featuring David Buckwald, CFP®, ChFC®, CLU®, CLTC, NSSA. Buckwald is a top financial advisor with more than 30 years of experience who effectively implements The Bucket Plan® holistic planning process in his financial practice. He shares his candid, first-hand experiences, including how to: Transition from a transactional advisor to a trusted financial consultant Successfully introduce The Bucket Plan to clients and prospects Help clients navigate the complex distribution phase of retirement with ease Leverage turnkey resources to establish credibility and transparency And more! If you have questions or feedback regarding the application of The Bucket Plan in your financial practice, call Clarity 2 Prosperity at (888) 240-1923 or visit www.Clarity2Prosperity.com today! For financial professional use only. Not for use with the general public.