Sequence of Returns Risk can be a devastating blow to investors of retirement age. This course is to educate Financial Advisors and Financial Planners and provides an overview of Sequence of Returns Risk and provides tools to educate your clients. Open the content by clicking on content link below ‘Course Content’. To access to this […]
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The Bucket Plan® 1.0 Best Interest Process is a 10-Step process. Seven key tools and three core concepts help to educate clients on The Money Cycle and The Bucket Plan® Philosophy, uncover their assets, analyze their income gap at retirement, and determine their market volatility tolerance to guide you in producing a comprehensive financial plan.
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This course provides you with a detailed overview of the Family Estate Organizer, the benefits to you as an advisor, and the benefits to the prospects and the clients to whom you offer this value-added service. You are going to hear about key tips, tools, and best practices that make the utilization of this tool
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