In this episode of the ‘Roadmap to Retirement’ podcast, this week, I am joined by Broc Buckles, co-owner of BC Brokerage, to talk about his journey in the financial planning and insurance industry. Broc shares insights from his early career experiences at Northwestern and the evolution of his business, which now serves over a thousand advisors nationwide by handling their insurance needs. We discuss the shift in financial advisors moving away from life insurance, the potential conflicts of interest within the industry, and the importance of transparency. Broc also talks about how his firm assists advisors by offering detailed insurance policy analyses and efficient client management systems.
Come back next week for a new episode, thanks for listening.
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