Plan Design Training

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Unlock the secrets to efficient client reviews and tailor-made Bucket Plans with insights from Dave
Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management! In this
dynamic course, you’ll discover innovative strategies and specialized software that will revolutionize
your planning process. Watch as Dave showcases how to seamlessly integrate powerful features like
social security optimization, tax funnels, and sequence of returns risk into your customized plan
deliverables. Get ready to elevate your sales conversations with engaging, visually stunning
presentations that capture your clients’ attention and drive results. Plus, you’ll dive into essential
components of Plan Design, including Kwanti Portfolio Analytics, Tax Clarity, and Social Security
Optimization. Join us to transform your approach and empower your clients with exceptional financial
solutions!

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Course Content

Kwanti Analytics – Modeling a Fixed Indexed Annuity
Kwanti Portfolio Analytics – Getting Started
Using Kwanti Interactively with Your Client
Tax Clarity by Covisum
The Bucket Plan® Packaged Plan Deliverable
Mastermind Collegium: Designing Bucket Plans of Steel