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

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!

All Episodes

Recent Episodes

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

Winning New Assets Under Management

Build Client Relationships
with the Family Estate Organizer

The Retirement Analyzer
Bucket Plan® Edition

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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.