C2P

Life Health Pro: “Fiduciary rule causes insurers to pull back on financial products”


State Farm Insurance says it will not be accepting liability under the Best Interest Contract (BIC) on the sale of annuities or mutual funds by the more than 12,000 of its agents throughout the U.S. who have licenses to sell securities. Read Full Article

Continue Reading

Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel


Index ProtectorSM 7 is a new product for the investment advisory channel that provides additional portfolio diversification options for investment advisors and their clients

Cleveland, Ohio – September 20, 2016 — Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered Investment Adviser, announce the distribution [...]
Continue Reading

Yahoo! Finance: “Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel”


Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered Investment Adviser, announce the distribution of a new fee-based fixed indexed annuity with optional guaranteed income rider is now available through its organization. Read Full Article

Continue Reading

MarketWatch: “Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel”


Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered Investment Adviser, announce the distribution of a new fee-based fixed indexed annuity with optional guaranteed income rider is now available through its organization. Read Full Article

Continue Reading

TheStreet: “Clarity 2 Prosperity To Provide New, Fee-Based Fixed Indexed Annuity Product To Investment Advisory Channel”


“As part of our commitment to uphold the DOL new fiduciary rules, we thoroughly screen available products in the marketplace to ensure recommendations follow ‘best interest’ standards,” said Dave Alison, CFP® and founding partner for Prosperity Capital Advisors. Read Full Article

Continue Reading

InsuranceNewsNet: Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel


Sister companies, Clarity 2 Prosperity (C2P), the coaching and insurance division, and Prosperity Capital Advisors (PCA), an SEC Registered Investment Adviser, announce the distribution of a new fee-based fixed indexed annuity with optional guaranteed income rider is now available through its organization. Read Full Article

Continue Reading

WealthManagement: “A Fee-Based Annuity for the DOL Era?”


Great American Life Insurance Company has introduced a new fee-based fixed indexed annuity with an optional guaranteed income rider that the firm says meets the compensation requirements of the Department of Labor’s fiduciary rule. The product, called Index Protector 7, is being distributed by Clarity 2 Prosperity and Prosperity Capital Advisors. Read [...]
Continue Reading

Financial Planning: “Advisers need to plan their own retirements, too”


Advisers spend a great deal of time helping clients transition to retirement, but how should they deal with the end of their own careers? Read Full Article

Continue Reading

Financial Planning: “Navigating the challenges of a changing advisory practice”


What happens if an adviser dies, retires or otherwise become unable to work? Read Full Article

Continue Reading

Life Health Pro: “One advisor lost 51 clients, then delivered 30 checks after 9/11”


On the long commute to a client’s office in northern New Jersey, the traffic was humming, leaving me the freedom to organize my thoughts. As I often did before a meeting, I anticipated objections and visualized successful outcomes. Read Full Article

Continue Reading