20TOT-18V: Holistic Planning and Navigating Your Clients Through Life's Challenges

Member Spotlight | Speaker: Ellis N. Liddell

Liddell discusses holistic planning from an advisor’s perspective, reflecting on life insurance as a planning tool that forms the foundation of all financial planning, from family planning to education planning and ultimately to retirement planning. Liddell shows how holistic planning allows an individual or a family to live their best life every day. He also touches on the importance of a great health care system and an advisor’s responsibility to make sure clients practice good health planning as a part of the path to wealth planning.