Our insurance platform delivers valuable solutions from day one.
We streamline the annuity application process and policy servicing, ensuring a seamless experience from submission to issuance:
Take advantage of customized case design and illustration support. These help you present custom solutions that align with your clients’ financial goals:
Our efficient licensing and contracting process ensures quick and compliant onboarding with the right carriers:
Stay ahead of regulatory requirements with our compliance and supervision support. We design it to protect both you and your clients:
Access expert-led training and ongoing support to confidently position insurance products that better your clients’ financial strategies:
The challenge many institutions face against evolving fiduciary legislation is how to develop a thorough and compliant planning process. You then must field test, revise, standardize, roll out, train and monitor this process. And then you accept the liability of each plan an affiliated advisor presents to their clients to uphold the best interest standard.
Fiduciary regulations — whether from the SEC, DOL or state insurance commissioners — are changing rapidly. If your organization assumes the liability of financial institution status, you’re responsible for overseeing your advisors’ compliance in meeting best interest standards. And you also understand the significant undertaking and resources this requires.
We’re proactive in the fiduciary arena at C2P. That’s why we’ve found that other financial institutions see great value in partnering with us.
The best thing we can do is to emphasize the level of due diligence and training that we provide! In the end, we help you mitigate risk for institutions, advisors and clients alike.
Book a call with us to discuss our insurance platform, insurance marketing solutions and more.
