Who We Work With

Our Valuable Partnerships

​At C2P, we build strong partnerships with carriers and institutions to deliver holistic financial planning solutions. Our collaborative approach provides the training, resources and comprehensive support.

Below are just some of our many valued connections to organizations that allow you to provide better service and versatile solutions to clients.

Our Annuity Partners

Our Life Insurance Partners

Why a Solid Network of Carriers Matters

Integrity speaks volumes in the financial industry, and we take that very seriously as an organization. We recognize the challenges many firms now face in adhering to evolving fiduciary legislation: 

• Develop a thorough and compliant planning process
• Field test, revise, standardize, roll out, train and monitor this process
• Accept the liability of each plan that an affiliated advisor presents to their clients to uphold the best-interest standard

Fiduciary regulations — whether from the SEC, DOL or state insurance commissioners — change rapidly. We’ve taken a proactive role in building and refining best-interest processes that help position insurance products as sophisticated financial planning tools.

And we’ve found that financial firms and carriers alike see great value in partnering with us when it comes to mitigating risk.

What We Offer Your Institution

At C2P, we offer a comprehensive suite of tools, training and support to help our advisors and institutions thrive in a holistic planning environment:

• Product screening to help determine which options best meet the best-interest standard for each client.
• Proven, duplicable planning process that adheres to the most current available fiduciary standards while providing data-gathering and planning tools that help identify, analyze, and present recommendations to clients. It also comes with accessible documentation to support those recommendations.
• Comprehensive live training for advisors that walks through how to create a best-interest sales process. Our Beyond The Bucket Plan® webinar series offer many tools and strategies to improve delivery to clients and how to work protection planning offerings into their Bucket Plan.
• On-demand education via courses on our e-learning platform.