Two things in life are certain: death and taxes.
How can you prepare your clients for both?
Two words: Life Insurance.
But do you know how to approach such a sensitive subject with your clients? Do you know all the tax benefits life insurance can provide?
Dave Alison, CFP®, EA, BPC, Founder of Alison Wealth Management and President & Founding Partner of C2P Enterprises, writes over $500k of target life insurance every year. Why? Because of the benefits these policies carry for his customers.
He’ll share with you 3 tools he uses to propose life insurance policies to clients:
- Pyramid of Risk
- Measuring the Tax Bracket
- Tax Efficient Funnels
These tools will help you:
- Plant the seed and conceptually sell life insurance as part of a holistic financial plan
- Simplify the differences between term vs. permanent life insurance for your clients
- Educate your clients on the tax benefits of buying cash value life insurance
- Outline a holistic financial plan that will maximize your clients’ income, reduce their taxes and provide the life insurance policies that are right for them
ABOUT DAVE ALISON
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 president 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.
He is the creator of The Tax Management Journey® and currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States.
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.