ABOUT THE SEMINAR

You have probably followed a 60/40 portfolio model to build your clients' wealth, but recent declines in the market have caused bonds to underperform. So how do you keep your clients happy during this type of market volatility?

When bonds aren't yielding the desired returns, you need a better approach and a simplified way to explain it to your clients.

It's time to consider a Fixed Income Annuity (FIA) as an alternative.

FIAs provide a level of protection from downturns in the market, particularly during times of great volatility, and right now—FIAs are outperforming bonds significantly.

In fact, according to a recent study by AllianceBernstein: using fixed index annuities as a bond alternative improved portfolio outcomes vs. a 60/40 portfolio 72-92% of the time**.

Join us on Monday, April 25th at 3:00 pm EDT to learn how to:

  • Use The Bucket Plan® Best Interest Process
  • Demonstrate where an FIA fits into the client's financial plan
  • Deliver reliable income with FIAs
  • Protect against market downturns
  • Provide more growth & wealth to the client

 

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ABOUT THE PRESENTER

Dave Alison, CFP®, EA, BPC
Chief Operating Officer | Founding Partner
C2P Enterprises

Dave Alison, CFP®, EA, BPC, is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level.

As Chief Operating Officer and founding partner of C2P Enterprises, Dave has been responsible for bringing together the leadership team and driving the enterprise towards a collective vision of simplifying financial planning for 1 billion people worldwide.

Dave is engaged across all aspects of the enterprise. He is focused on driving the company’s key growth initiatives, directing the overall corporate strategy, and leading the executive team. Dave has a unique ability to take a vision and turn it into reality.

In addition to his role at C2P Enterprises, Dave is on the leadership team of C2P Enterprises’ Clarity Insurance Marketing, a fiduciary-friendly insurance marketing organization (IMO); Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist; Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs; and Clarity 2 Prosperity, a financial training, coaching and IP development organization.

Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association®.

Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters

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**Research base on comparison of 60% SPX, 40% Bloomberg Barclays US Aggregate Bond Index vs 60% SPX, 20% Bloomberg Barclays US Aggregate Bond Index and 20% FIA using projected market returns from JourneyGuide projecting ten year returns starting in 2020.  Current forecasts do not guarantee future results.  Annuity returns will vary based on contract, riders, fees and index selections available through carriers.  See whitepaper for more details.  Intended for educational purposes and not individual investment advice.