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 [...]
“As part of our commitment to uphold the DOL new fiduciary rules, we thoroughly screen available products in the marketplace to ensure recommendations follow ‘best interest’ standards,” said Dave Alison, [...]
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 [...]
Great American Life Insurance Company has introduced a new fee-based fixed indexed annuity with an optional guaranteed income rider that the firm says meets the compensation requirements of the [...]
Advisers spend a great deal of time helping clients transition to retirement, but how should they deal with the end of their own careers? Read Full Article
What happens if an adviser dies, retires or otherwise become unable to work? Read Full Article
On the long commute to a client’s office in northern New Jersey, the traffic was humming, leaving me the freedom to organize my thoughts. As I often did before a [...]
An historic reluctance to deal with federal regulators is apparently slowing the ability of the insurance industry to properly comply with the Department of Labor’s new fiduciary standard as of [...]
Six independent marketing organizations, or IMOs, have applied to the Department of Labor’s Office of Exemption Determinations to become a “financial institution.” Read Full Article
Since the Department of Labor handed down its fiduciary rule, the industry has been abuzz about the outlook for insurance-only producers who sell fixed indexed annuities through independent marketing [...]