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Picture of [Video] Holistic Planning and Navigating Your Clients Through Life's Challenges

[Video] Holistic Planning and Navigating Your Clients Through Life's Challenges

Member Spotlight Session from the Virtual Event
SKU: 20TOT-18V
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$40.00
$55.00
OCTOBER 14, 2020
1:40 PM - 2:00 PM

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.

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