C2P Advisory Group

Clarity 2 Prosperity Announces Fee-Only Training Organization to Financial Advisors and Institutions

New Entity Offers Access to Comprehensive Training, Coaching and Turnkey Processes to Industry

Cleveland, Ohio – March 16, 2017  – Clarity 2 Prosperity announces the launch of its fee-only training organization. [...]

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Life Health Pro: “IMOs to DOL: Fiduciary rule class exemption sets too high a bar”

In respect to the last, the DOL proposal estimates that an IMO with average sales of $2 billion could satisfy this liability requirement by setting aside $20 million. If valued [...]

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InsuranceNewsNet: “IMOs Call DOL Fiduciary Exclusion Unworkable”

Regulatory thresholds proposed for independent marketing organizations (IMOs) to participate in the sale of fixed indexed annuities are so high as to be virtually worthless and unworkable for the bulk [...]

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EVENT ADVISORY: HOLISTIC ADVISOR ACADEMY—DOL EDITION

For advisors who want to thrive post-DOL

December 6-8 in Las Vegas, Nevada

WHAT:     This Holistic Advisor Academy is a 1.5-day educational event [...]

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Life Health Pro: “Set yourself apart”

At the beginning of my career, a big mistake I made for quite a long time was being just like everybody else. There was nothing unique I did as a [...]

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Life & Health Advisor: “Traversing a Brand New Regulatory Landscape”

With the passing of the U.S. Department of Labor’s fiduciary ruling in April of this year, the real work has begun for the financial services industry. Read Full Article

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Mass Mutual: “Five Things You Need to Know About the DOL Rule”

How well do you understand the Department of Labor’s fiduciary rule change and what it means for your advising operation and business? Here are five things you need to know [...]

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Life Health Pro: “Fiduciary rule causes insurers to pull back on financial products”

State Farm Insurance says it will not be accepting liability under the Best Interest Contract (BIC) on the sale of annuities or mutual funds by the more than 12,000 [...]

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Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel

Index ProtectorSM 7 is a new product for the investment advisory channel that provides additional portfolio diversification options for investment advisors and their clients

Cleveland, Ohio – September 20, 2016 [...]

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Yahoo! Finance: “Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel”

Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered Investment Adviser, announce the distribution of a new fee-based fixed indexed [...]

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