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Demystifying Financial Advisors and the Power of Life Insurance w/ Broc Buckles
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Demystifying Financial Advisors and the Power of Life Insurance w/ Broc Buckles
In this episode of The After Life Insurance Podcast, I sit down with Broc Buckles, co-founder of BC Brokerage and host of the Only Fee Only podcast.
We dive deep into the world of financial advising, comparing fee-only and commission-based models, and explore the nuances of life insurance.
Broc shares insights on choosing the right financial advisor, the importance of life insurance, and the controversies surrounding certain insurance products.
Whether you're a financial novice or seasoned investor, this episode offers valuable nuggets of wisdom that can help you make more informed decisions about your financial future.
Timestamps:
01:29 Understanding Fee-Only vs. Commission-Based Advisors
03:16 Business Models in Financial Planning
09:21 The Power of Life Insurance
20:19 Advice for Young Professionals on Life Insurance
23:40 Indexed Universal Life Insurance
29:37 Final Thoughts
About the Guest:
Broc Buckles is the co-founder of BC Brokerage, a firm dedicated to helping fee-only financial planners implement insurance solutions for their clients.
With a background at Northwestern Mutual and a passion for educating people about financial planning, Broc brings a unique perspective to the industry. He's also the host of the Only Fee Only podcast, where he interviews fee-only advisors about their practices and business strategies.
Broc's expertise in both insurance and financial planning makes him a valuable voice in the ongoing conversation about ethical financial practices and consumer education.
Guest Links:
✦ Website: bc-brokerage.com
✦ LinkedIn: linkedin.com/in/brocbuckles
Podcast links:
✦ Website: https://talipodcast.com
✦ Spotify: https://open.spotify.com/show/6nwM5YRuHLzqu4EFUjIOQ5
✦ ApplePodcasts: https://podcasts.apple.com/us/podcast/the-after-life-insurance-podcast/id1756333895
✦ YouTube: https://www.youtube.com/playlist?list=PLxeVI2Lu-UUyS7CR_-9g-XtMf3CoMZuNF
My links:
✦ Website: https://aliwiv.com
✦ The New Money Paradigm Masterclass: https://tnmp.aliwiv.com/TNMP-opt-in
✦ IUL Deconstructed Webinar: https://aliwiv.com/iul-deconstructed-opt-in
✦ More Free Resources: https://aliwiv.com/resources
✦ Instagram: https://www.instagram.com/ian.vogel/
✦ Facebook: https://www.facebook.com/ianvogelmedia/
✦ TikTok: https://www.tiktok.com/@ianvogelmedia
✦ This video was made with DeScript, the best AI enhanced video recording and editing software in the known Universe: https://get.descript.com/5f13gxl2u8m3
DISCLAIMER: The information presented in this video is for educational purposes only and should not be taken as investment advice. I encourage you to do your own research and consult with a financial professional before making any investment decisions.
Chapter
1. Demystifying Financial Advisors and the Power of Life Insurance w/ Broc Buckles (00:00:00)
2. Understanding Fee-Only vs. Commission-Based Advisors (00:01:29)
3. Business Models in Financial Planning (00:03:16)
4. The Power of Life Insurance (00:09:12)
5. Advice for Young Professionals on Life Insurance (00:20:19)
6. Indexed Universal Life Insurance (00:23:40)
7. Final Thoughts (00:29:37)
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