Who We Work With

Advisors

BEST INTEREST SOLUTIONS FOR HOLISTIC ADVISORS

At C2P, we work with holistic advisors committed to representing their clients’ best interests. As such, almost all our affiliated advisory practices have either an RIA, IAR, or registered representative of a broker dealer in their office to help represent insurance a part of a holistic financial planning solution.

Contracted advisors will gain access to full-service support for our broad range of insurance offerings, including:

• Product screening & analysis
• Annuity new business & policy services
• Case design and illustration
• Licensing and contracting
• Compliance and supervision
• Product training and support
• Financial planning support from a CFP^®

Additionally, we have established a flexible and robust service structure through our sister companies to deliver the resources needed to grow your independent advisory practice, including:

Delivering the live and on-demand training opportunities to support the use of insurance products as part of a holistic plan. Their mission is to help advisors shift from a transactional mindset and planning process to holistic planners and service providers. As an active advisor with C2P meeting certain production requirements, you are afforded access to the 21 turnkey processes available through the training organization; all designed to help you with the marketing, practice management and financial planning procedures of your firm.

Prosperity Capital Advisors: To complete a holistic planning experience, IARs of Prosperity Capital Advisors have access to an approved, turnkey suite of materials and processes to help you help your clients create and grow wealth for the future, while building a holistic plan that takes into account investments, insurance, taxes, estate planning, Social Security and Medicare. Advisors who work with Prosperity Capital Advisors get paid by their clients for their planning time.

Want to learn more about getting started with us? Contact us or call (844) 381-4115 today to learn more about contracting and upcoming training opportunities.

 

Institutions

Mitigate Your Corporate Risk with Turnkey Best Interest Insurance Solutions

The challenge many institutions are facing today against evolving fiduciary legislation is how to develop a thorough and compliant planning process, field test, revise, standardize, roll-out, train, and monitor this process, and then accept the liability of each plan presented by an affiliated advisor 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 is assuming the liability of financial institution status, making you ultimately responsible for overseeing the compliance of your advisors in meeting best interest standards–you understand the significant undertaking and resources this may require.

Because of the proactive role we have taken over the past decade in building and refining a best interest processes that help position insurance products as sophisticated financial planning tools, we have found that other financial institutions are seeing great value in partnering with us.

We feel the best thing we can do for institutions is to emphasize the level of due diligence and training that we provide to help mitigate their risk.

What We Offer:

• A proprietary award-winning product screening that enables advisors to determine which options best meet the best interest standard for each client.
• A proven, duplicable planning process that adheres to the most up-to-date best interest standards available, and provides data gathering and planning tools that help identify, analyze and present recommendations to the client, with accompanying documentation to support their recommendation.
• Comprehensive, live training for advisors on how to create a best-interest sales process. Training provides advisors with a wealth of tools, such as detailed scripts on how to effectively communicate each step of the process to their clients. We also help develop delivery skills through methods such as interactive role-playing where advisors can apply our training in a real-world scenario.
• A comprehensive e-Learning platform that provides insight into every step of the best-interest planning process, as well as on-demand access to supporting documentation.

Call us at (844) 381-4115 or contact us today to learn how we can help systematically mitigate the risk of insurance solutions for your financial institution.