We are really excited to announce that your resources and support at Clarity 2 Prosperity are growing with the addition of Jason King. Jason, the son of Doug King, has grown up in the financial services industry and brings financial planning knowledge as well as practical application of The Bucket Plan to help support you and your clients.
Business Development Associate
Some of the areas you will find value in working with Jason are:
- Coaching and development of The Bucket Plan design for your clients.
- Role playing to help you master the tools, scripts and resources within The Bucket Plan Best Interest and Holistic Planning Process.
- Advanced planning, case design, and proposals to help support the sales of annuity through C2P Advisory and AUM portfolios through Valor Capital Management.
He can be contacted at 888-240-1923 x306 or via email at email@example.com.