The Bucket Plan® On-Demand
About the Bucket PLan ON-Demand
Fixed Index Annuities as a Bond Alternative
Dave Alison and Kalem Mackey of C2P Enterprises discuss utilizing a fixed index annuity as a bond alternative and its ability to help derive efficient income, eliminate the sequence of returns risk and to protect the income that retirees need. Learn how to bring fixed index annuities into your clients’ financial plan today!
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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 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.