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Clarity Insurance Marketing: Best Interest Solutions for Holistic Advisors

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:

• Product screening & analysis
• Annuity new business & policy services
• Case design and illustration
• Licensing and contracting
• Compliance and supervision
• Product training and support
• Financial planning support from a CFP^®

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.

Want to Learn More?

Contact us or call (844) 381-4115 today to learn more about contracting and upcoming training opportunities.

Best Interest Philosophy

Rooted in a holistic financial planning philosophy, our founding partners have been adhering to a best interest planning process for more than a decade. We started Clarity Insurance Marketing to provide the training, resources, and support to advisors wanting to adhere to the same best interest standard.

From our product selection to our asset positioning philosophy, Clarity Insurance Marketing is dedicated to serving the end client’s best interest with appropriate insurance solutions as part of holistic financial planning. We work with and offer access to the most reputable insurance companies in the industry. We have vetted our carriers so you can feel confident in representing the top-quality products and most substantiated service histories available today to your clients.

Asset Positioning Philosophy

How Do I Position Fixed Indexed Annuities along with Assets Under Management?

When used appropriately as a part of holistic financial planning, there is no substitute that provides the same advantages of index annuities for principal protection to eliminate the sequence of returns risk in addition to tax-advantaged growth and predictable income. Clarity Insurance Marketing offers both fee-based and commission-based annuities and utilizes a proprietary, five-layer product screening process for best interest selection criteria.

Simple. Straight-Forward. Systematic: The Bucket Plan^® Best Interest Philosophy

At Clarity Insurance Marketing, we take a fiduciary-friendly planning approach to adhering to best interest standards. Not a cumbersome and confusing process. With a focus on client education, our products and recommendations will align with the client’s stage in The Money Cycle, as well as part of a structured plan that accounts for their immediate, short, and long-term goals.

Through access to our sister training company, Clarity 2 Prosperity, advisors working with Clarity Insurance Marketing will have access to The Bucket Plan^® Best Interest Process—a tested, duplicable planning process that adheres to the most up-to-date best interest standards available and provides data gathering and planning tools that identify, analyze and present recommendations to the client with accompanying documentation to support them.

Back Office Efficiency

At Clarity Insurance Marketing, our leadership team personally depends upon the efficient and accurate execution of issuing policies for use within their own advisory practices. In using the same systems and service as you, developing streamlined operations, proactive support and overall efficient back-office support is a continued priority guided by your daily business demands.

C2P | Leadership Team

Luke Ripienski, CFP®
Chief Compliance Officer

Simplifying Financial Planning for Financial Advisors and Their Clients

C2P Enterprises (C2PE) is a holding company comprised of four distinct brands, each designed to simplify financial planning for advisors and the clients they serve. United by the vision to provide planning and financial products and solutions in the best interest of the client, each company offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help accomplish their goals.

Each organization is committed to fiduciary best interest practices and raising industry standards for a higher quality of holistic financial planning services to families worldwide.

Best-selling Retirement Planning Book Now Available to Travelers Across the Country

Cleveland – October 3, 2017 – Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the country. Achieving best-seller status in both the Retirement Planning and Wealth Management categories on Amazon, the book is currently featured on the hardcover table displays at Hudson News locations across the U.S., including New York (JFK & LGA), Los Angeles (LAX), Seattle (SEA/TAC), Denver (DEN), Chicago (MDW & ORD), Cleveland (CLE) and more. The book is also available at Amazon.com, Barnes & Noble and other independent bookstores.

“The reaction to the book has been amazing. The Bucket Plan concept is an easy-to-understand, straightforward way to organize your financial planning in a time when planning for retirement can be complicated and, quite frankly, intimidating,” says Smith. “Let’s face it; it is a scary time to retire for many. Because of this, I want to make sure that my book gets into the hands of as many people as possible, making holistic financial planning accessible to families worldwide. Partnering with Hudson News is an exciting step toward reaching this goal.”

“The Bucket Plan: Protecting and Growing your Assets for a Worry-Free Retirement” is based on a true story about retirement planning explained through the eyes of Jerry and Irene. The book is designed to educate current and future retirees with a simple, yet structured approach and illustrates how to plan for the now, soon and later years of retirement.

Smith has been successfully utilizing The Bucket Plan® planning process in his Cleveland-based financial planning firm for more than a decade and has been training other financial advisors on how to implement this turnkey approach to financial planning since 2011.

The foreword of the book was written by Ed Slott, CPA, who has been recognized by The Wall Street Journal as “America’s IRA Expert” and is a professional mentor to Smith.

“The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” is available for purchase at www.BarnesandNoble.com and www.Amazon.com. For more information, visit TheBucketPlanBook.com or follow The Bucket Plan on Facebook and Twitter.