Month: April 2024
Rethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)

Rethinking Long-Term Care Planning with Barclay Sisk (Ep. 23)

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Are you ready to rethink your approach to long-term care planning and leave a lasting financial legacy for your clients? 

In this episode of The March to a Million Podcast, Greg DuPont talks with Barclay Sisk, Vice-President at 1st Atlantic Brokerage, to uncover the secrets behind long-term care planning strategies and how attorneys can secure their clients’ financial futures. They explore the critical role of proper monitoring, adjusting insurance plans, and creating a personalized care fund over time. 

Barclay discusses: 

  • Creating a long-term care and legacy plan through asset-based and traditional insurance options
  • The importance of starting planning early to build a robust financial foundation
  • Rethinking long-term care coverage and insurance monitoring for a more secure financial future
  • Leveraging life insurance plans to ensure financial stability and legacy planning for affluent clients
  • And more!

 

Connect With Barclay Sisk:

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About Our Guest:

1st Atlantic Brokerage is an independent IMO/BGA that works with commission-based and fee-based Advisors in the areas of Long-Term Care and Legacy planning. Barclay Sisk has developed a proprietary system and software to provide support in helping their clients make better decisions about their future care needs and the needs of their families. Barclay also works with Employee Benefits Specialists in helping them educate Business Owners and pre-retirees about the importance of a Long-Term Care benefit as a part of their overall benefits package.

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The Debt-Free 4 Life Program with Tracey Spikes, CLU, FICF (Ep. 22)

The Debt-Free 4 Life Program with Tracey Spikes, CLU, FICF (Ep. 22)

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Ready to help your clients with eliminating their debt and pursuing financial freedom? 

Are there any methods available that we should know about?

Join Greg DuPont and Tracey Spikes, CLU, FICF, Debt Free 4 Life™ Specialist, as they discuss the transformative Debt Free 4 Life model that can change people’s future. Tracy shares personal stories and insights on how this model transforms lives by eliminating debt faster, increasing wealth accumulation, and offering financial freedom.

Greg and Tracey Discuss: 

  • Tracy’s personal journey and the motivation behind the Debt Free 4 Life movement
  • How individuals can pay off significant debt quickly and pursue financial freedom within a short timeframe
  • The importance of understanding effective interest costs and redirecting finances to eliminate debt effectively
  • Tailoring financial plans to individual budgets without compromising lifestyle choices 
  • And more!

 

Connect With Tracey Spikes:

Connect with Greg DuPont:

 

About Our Guest:

Tracey Spikes believes that Debt and Taxes are two of the greatest detractors of wealth accumulation and spendable income that Americans face today. He has studied income in America extensively and came to the shocking conclusion that well over 50% of what Americans earn over their lifetime goes to paying taxes and/or interest.

It’s for these reasons he uses the Smart Advisor Tools suite of software that includes Debt Free 4 Life™️ and Tax Smart 4 Life™️ as part of his advisory work with clients, and trains similarly-minded advisors.

DF4L is a debt elimination app that uses risk management-based products, like life insurance, to modify a “snowball” approach to debt elimination and cash flow management.

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