The Bucket Plan 1.0

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The Bucket Plan 1.0

March 24, 2021 @ 11:00 am - 6:00 pm

The Bucket Plan® Best Interest Process 1.0 Live Training is a comprehensive, two-day program designed to provide advisors with a comprehensive process for delivering a documented bucket plan in their clients’ best interest.  Advisors will leave with all the information necessary to quick start the implementation and delivery of this unique and comprehensive bucket planning experience for their clients.

After attending this training, you will be able to:

  • Use a proven process that is easy to duplicate and scale
  • Design a customized Bucket Plan for prospects and clients
  • Document why recommendations are in the clients’ best interest
  • Educate clients on key concepts such as the Money Cycle,  Pyramid of Risk, and Sequence of Returns Risk
  • Pursue becoming Bucket Plan Certified (BPC)

Registration is required. Learn more and register today!


March 24, 2021
11:00 am - 6:00 pm
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