The Bucket Plan® On-Demand

About the Bucket PLan ON-Demand

Industry leading financial advisors, mentors and business leaders, Jason L Smith & Dave Alison host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition.

Latest Episode

How to Supplement a Tax-Free Retirement

We all worry about retirement and taking care of our family when the time comes. How can you generate a significant cash value in retirement, tax-free? The answer is with an Indexed Universal Life (IUL) insurance policy! Listen as Dave Alison and Marc Lauffenburger, Director of Life Sales at Magellan Financial & Insurance Services Inc., discuss IULs and how they can ease your clients’ minds about the future.

All Episodes

Recent Episodes

How to Simplify the Way You Talk to Clients

Fixed Index Annuities as a Bond Alternative

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

Winning New Assets Under Management

Build Client Relationships
with the Family Estate Organizer

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Meet the Hosts

Jason L Smith

Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of Clarity 2 Prosperity, as well as his own holistically run financial services practice, The JL Smith Group.

Dave Alison

Dave Alison is an accomplished financial planner and entrepreneur. He is the Lead Trainer and a Founding Partner of Clarity 2 Prosperity and the Founder and CEO of Alison Wealth Management, his own financial services firm.