The Bucket Plan® On-Demand Series

Recent Episodes

Coffee Break with C2P: Bucket Plan Challenges

Posted May 19, 2022 • 00:28:02

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges within The...

How to Supplement a Tax-Free Retirement

Posted March 29, 2022 • 00:31:04

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?...

How to Simplify the Way You Talk to Clients

Posted February 17, 2022 • 00:25:06

Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients....

Fixed Index Annuities as a Bond Alternative

Posted October 5, 2021 • 00:39:24

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...

4 Ways to Rethink Annuities in Your Clients’ Retirement Plan

Posted September 21, 2021 • 08:33:23

What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P...