At Clarity Insurance Marketing, we work with holistic advisors committed to representing their clients’ best interests. As such, almost all our affiliated advisory practices have either an RIA, IAR, or registered representative of a broker-dealer in their office to help represent insurance as part of a holistic financial planning solution.
Contracted advisors will gain access to full-service support for our broad range of insurance offerings, including:
Additionally, we have established a flexible and robust service structure through our sister companies to deliver the resources needed to grow your independent advisory practice, including:
Clarity 2 Prosperity: Delivering live and on-demand training opportunities to support the use of insurance products as part of a holistic plan. Their mission is to help advisors shift from a transactional mindset and planning process to holistic planners and service providers. As an active holistic advisor with Clarity Insurance Marketing meeting certain production requirements, you are afforded access to the 21 turnkey processes available through the training organization; all designed to help you with the marketing, practice management, and financial planning procedures of your firm.
Prosperity Capital Advisors: To complete a holistic planning experience, IARs of Prosperity Capital Advisors have access to an approved turnkey suite of materials and processes to help your clients create and grow wealth for the future. All while building a holistic plan that takes into account investments, insurance, taxes, estate planning, Social Security, and Medicare. Advisors who work with Prosperity Capital Advisors get paid by their clients for their planning time.
Contact us or call (844) 381-4115 today to learn more about contracting and upcoming training opportunities.