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Ellis N. Liddell, BS
Ellis N. Liddell, BS
in Top of the Table Annual MeetingOct 21, 2020

Holistic planning and navigating your clients through life’s challenges

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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Author(s):

Ellis N. Liddell, BS