A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Trey leads and manages a team of Sales Managers, External Wholesalers, and Advisors across Individual Life Insurance, Individual and Multi-Life Disability Insurance, Corporate Owned Life Insurance, 401(k) Advisors, Investment Advisors and Relationship Managers. Trey recruits and develops advisors by creating performance sales culture using core fundamentals including activity models, pipeline tracking, and target producer marketing.
A bucket plan can help you be better prepared for a comfortable retirement.