Clarity Insurance Marketing

Want to Learn About the Benefits of Working with Clarity? 

Clarity Insurance Marketing Organization

As a best interest-focused Insurance Marketing Organization (IMO), Clarity Insurance Marketing (Clarity) facilitates advanced product screening, selection, and support for all lines of fixed insurance products, such as fixed and indexed annuities, single premium, and traditional life insurance, and asset-based long-term care products. At Clarity, we are dedicated to implementing best interest practices, which effectively mitigate risk. Clarity Insurance Marketing helps institutions, advisors, and ultimately families nationwide.

Interest-Focused Insurance Marketing by Clarity

Clarity Insurance Marketing has held a proactive stance throughout the onset and evolution of legislation and has remained dedicated to providing and facilitating best interest practices. We build, test, and refine our award-winning processes years ahead of legislation. This results in powerful asset-gathering tools rather than burdensome, compliance-driven processes newly derived to meet regulatory changes.
A defining characteristic of Clarity Insurance Marketing is our client-first mentality. We differentiate ourselves by focusing on what is in the clients’ best interest rather than gross production and sales. We mitigate risk for clients by helping advisors incorporate our best-interest approach in case design, product selection, and implementation of insurance solutions as financial planning tools

Working with Clarity Insurance Marketing

The Clarity executive team shares decades of experience as financial planners,advisors, and business owners, many of whom maintain active, successful advisory practices. We leverage this firsthand understanding to create efficient back-office support and quality service standards to help advisors quickly, accurately, and effectively issue new business.

Who We Work With:

Clarity helps financial advisors identify the best solutions for their clients no matter their situation. Through the platform, advisors have the option to effectively position fixed indexed annuities (FIAs) as a tool to help their clients.
With Clarity, advisors can create appropriate documentation to showcase why each recommendation is in the client’s best interest to effectively introduce insurance products into their financial planning process and advisory business model.
Clarity provides training and support teams of advisors to use insurance products that meet best interest standards.
With these tools, institutional advisors can implement a proven streamlined documentation process for their advisors to easily review and analyze.
With Clarity, financial advisor firms can provide their teams with access to sophisticated product screening and evaluation to integrate insurance into a financial plan that helps their customers achieve their financial goals.

Want to Learn About the Benefits of Working with Clarity? 

Services Clarity Insurance Marketing Provides

Award-Winning Product Screening & Analysis

Through our proprietary Best Interest Annuity Screening Process, recognized as the 2019 winner by WealthManagement Industry Awards for insurance innovation, we conduct an objective, thorough and analytical search of available products and providers to identify the best product fit for each case. We regularly screen more than 200 annuities to provide advisors with the strongest products available on the market based on a client’s needs and objectives.
Clarity Insurance Marketing built this screening process to create an approved product shelf for our advisors to recommend in their clients’ best interest. We began doing this because we saw a need for it in the industry, not because the regulatory entities mandated it. With this intent, it has been tested and refined to be a systematic and functional business tool. With this process, we can help ensure that the advisor’s recommended products can be mathematically proven to be in the client’s best interest.

Annuity New Business & Policy Services

  • Assistance with obtaining and completing annuity applications
  • Provide full review for good order and standard suitability items
  • Facilitate expedient processing with the insurance carriers
  • Timely case follow-up services and communication tailored to meet the individual needs of our advisors
  • High-level problem resolution
  • Assistance with a full range of Inforce Policy Services (Withdrawals, RMDs, Beneficiary Changes, Client Information Changes, Benefit Election, Death Claims, etc.)
  • Access to a team of experience annuity service professionals that can help navigate through any new, pending, or in force policy scenario

Case Design & Illustration

  • Holistic custom case design using The Bucket Plan Best Interest Process
  • Individual recommendations based on the client’s needs, goals, and concerns
  • Assistance with client illustrations
  • The Bucket Plan® holistic training and education

Licensing & Contracting

  • Variety of carriers available for annuity, life, final expense, medical supplement, and funeral expense trust business
  • Designated staff members to assist in the onboarding and contracting process
  • License, carrier, and product training checks
  • Access to back-office websites to track business and obtain applications

Compliance & Supervision

  • Best interest standards & screening process
  • Initial product suitability review

Product Training & Support

  • C2P Screening Process Product Guide
  • Product guidance and illustrations
  • Recommended crediting strategy allocations

Learn More About Clarity Insurance Marketing Organization

To learn more about our Services and Insurance solutions, visit the Clarity Insurance Marketing website or click here to schedule a call.