Articles by: Dave Alison

Positioning Life Insurance with Long-Term Care Benefits

In this uncertain and continually changing environment, C2P has been committed to sharing both defensive and offensive strategies for advisors to keep their clients and prospects engaged. Through our series of recent podcasts and other virtual resources, we’ve covered topics from market volatility and running your business virtually, to new product opportunities and proven [...]

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The Bucket Plan Best Interest Process: A New Framework for Teaching

Recently, Clarity 2 Prosperity had the opportunity to host a Bucket Plan Best Interest Process Training course for a select group of top advisors on the campus of Texas Tech. After the training, Jason L Smith, CEO and Founder of Clarity 2 Prosperity, had a breakthrough realization: while different groups of Bucket Plan advisors execute [...]

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Bucket Planning is Not Just Bucketing

Bucket planning is about more than just bucketing. But what exactly does “bucketing” mean to advisors, and how does it differ from bucket planning? In a recent episode of The Bucket Plan Podcast, Jason and Dave sat down with retirement expert, Jamie Hopkins, to discuss the intricacies of a holistic bucket planning process and how [...]

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How to Gather $100 Million in New Assets in One Year

Do you have big aspirations for your firm’s growth? Do you want to bring in $100 million in new assets in one year?

It was during a strategic coach class on Dan Sullivan’s concept of “Who Not How,” that CEO and Founder of Clarity 2 Prosperity, Jason Smith, decided to create a group of [...]

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Effective Communication in Today’s Environment

A common theme for advisors working in today’s environment is that client outreach is key right now. Whether it be an annual review, an unscheduled call to discuss new opportunities or just a personal check-in, advisors should be reaching out proactively. Clients need information and education now, more than ever, and likewise advisors should be [...]

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Utilizing One-Year Home Health Care in Client’s Bucket Plan

As advisors try to play offensively in a virtual environment, they need to be looking for cross-selling opportunities with both new and existing clients. One product that advisors should make sure to discuss with clients is Short-Term Home Health Care Insurance, through Guarantee Trust Life (GTL).

GTL’s Short-Term Home Health Care fits especially nicely [...]

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EIDL Loans vs. PPP Loans: What You Need to Know

There is an incredible amount of uncertainty surrounding the Federal disaster relief efforts available to small businesses today. The Government was forced to move quickly and attempt to provide capital, and the side-effect is disorganization and misinformation amongst business owners.

The most frequent question we have received from our advisors is “which loan is [...]

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Host Effective Virtual Meetings : Q & A

Considering the current climate of not physically meeting clients due to the Coronavirus, how can we adapt the situation? How can we meet with new prospects, new clients, get new business in the door, and continue to deliver a good experience to our existing clients without meeting with them face-to-face?

Q: Do many clients and [...]

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3 Tips to Help Financial Advisors Convert More Clients

Are you on target to meet your new business goal?  Are you getting prospects in the door, but having trouble converting?  Curious what other advisors are doing to increase their conversion rates?  Here are three tips that can help you close more business.

You have held several meetings with your prospect or client, gathering their [...]

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The Attorney Advisor Alliance And How To Grow Your Firm

Enhance Your Attorney Advisor Alliance To Double Your Marketing

The industry is shifting, and today’s consumer is looking for their professionals to communicate, collaborate, and coordinate all aspects of their financial and estate plans. The silo approach of visiting a financial services professional, an attorney, an insurance agent, and a tax professional is becoming an [...]

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