Who We Work With

Our Valuable Partnerships

​At C2P, we build strong partnerships with holistic financial advisors, insurance agents and institutions to deliver comprehensive financial planning solutions. Our collaborative approach ensures you receive the training, resources and support you need.

With those tools, you’ll seamlessly integrate strategies into your practice while remaining compliant and reaching exceptional client outcomes.

Advisors

Uncover best-interest solutions for your holistic advisory practice.

We work with holistic advisors committed to representing your clients’ best interest. As such, almost all our affiliated advisory practices have an in-house RIA, IAR or registered representative of a broker-dealer. They help represent insurance as part of a holistic financial planning solution.

Contracted advisors gain access to full-service support for our broad range of insurance offerings. Your suite of services includes the following and more:

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

Additionally, we’ve established a flexible and robust service structure through our sister companies. Together, we deliver the resources you need to grow your independent advisory practice.

One of our most valuable resources is training. You can access live and on-demand training opportunities to support the use of insurance products as part of a holistic plan.

The goal is to help you 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 access the 21 turnkey processes available through the training organization. We design all processes to help you with your firm’s marketing, practice management and financial planning procedures.

Institutions

Mitigate your corporate risk with turnkey best-interest insurance solutions.

The challenge many institutions now face against evolving fiduciary legislation is quite the trek: 

• 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. Maybe your organization assumes the liability of financial institution status, making you ultimately responsible for overseeing your advisors’ best-interest compliance. If that’s the case, you understand the significant undertaking and resources the situation requires.

We’ve taken a proactive role over the past decade in building and refining best-interest processes that help position insurance products as sophisticated financial planning tools. And we’ve found that financial institutions see great value in partnering with us.

We believe the best thing we can do for your institution is to emphasize one thing. That’s the extraordinary level of due diligence and training we provide to help mitigate your risk.

What We Offer Your Institution

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

• Proprietary, award-winning product screening. This lets you determine which options best meet the best interest standard for each client.
• Proven, duplicable planning process. Our process adheres to the most current available best-interest standards. It also provides data-gathering and planning tools that help identify, analyze and present recommendations to clients. Those tools come with accessible documentation to support your recommendation.
• Comprehensive live training for advisors. We teach your advisors how to create a best-interest sales process. Training provides them with many tools, including detailed scripts on how to effectively communicate each step to clients. We also help develop their delivery skills through methods such as interactive role-playing. There, your advisors can apply our training in a real-world scenario.
• Extensive e-learning platform. Our platform provides insights into every step of the best-interest planning process. It also offers on-demand access to supporting documentation.

Work With Us as an Institution

Call us at 844-381-4115 or book a free 20-minute consultation! You’ll learn how we help systematically mitigate the risk of insurance solutions for your financial institution.