Articles by: C2P

Delivering Successful Virtual Seminars

In this virtual environment, advisors are having to adapt to delivering their services online. From short informational videos to live webinars and educational seminars, advisors need to prepare for success doing things in a new way.

In a recent episode of the Rainmaker Multiplier On-Demand Series, host Jason L Smith sits down with his [...]

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Whole Life as an Asset Class Alternative

During the Coronavirus pandemic, most advisors find themselves stuck at home, looking for ways to continue operating their businesses in both a defensive and an offensive manner. One of the ways advisors can operate in an offensive manner right now is reaching out to current clients and prospects to share strategies with them that maybe [...]

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Clarity 2 Prosperity Innovation Award Finalist

Clarity 2 Prosperity Named as a Finalist for 2020 InvestmentNews Innovation Awards

 Training Organization Recognized for its Industry Contributions in Practice Management

 February 5, 2020 – New York – Clarity 2 Prosperity (C2P), a financial training and coaching organization led by financial advisors, coaches, mentors and business leaders, has been named one [...]

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2019 Tax Strategies: Increase Tax Savings

The 2018 tax preparation season is upon us, meaning that it is also time to review the new tax laws and start developing tax strategies for taking advantage of them in 2019.  Below are eight ideas that can be implemented immediately to help increase tax savings next year.

Health Savings Account:

In many cases, [...]

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Life Health Pro: “IMOs to DOL: Fiduciary rule class exemption sets too high a bar”

In respect to the last, the DOL proposal estimates that an IMO with average sales of $2 billion could satisfy this liability requirement by setting aside $20 million. If valued at 7 percent (3 percent net), the IMO’s “attendant opportunity cost” would total $1.4 million ($600,000 net) in the first year. Continue Reading

InsuranceNewsNet: “IMOs Call DOL Fiduciary Exclusion Unworkable”

Regulatory thresholds proposed for independent marketing organizations (IMOs) to participate in the sale of fixed indexed annuities are so high as to be virtually worthless and unworkable for the bulk of the IMO industry, industry experts said. Read Full Article

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EVENT ADVISORY: HOLISTIC ADVISOR ACADEMY—DOL EDITION

For advisors who want to thrive post-DOL

December 6-8 in Las Vegas, Nevada

WHAT:     This Holistic Advisor Academy is a 1.5-day educational event designed for advisors who want to thrive post-DOL. Attendees will learn how to “DOL-Proof” their sales and planning processes, revenue and businesses as a whole. [...]

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Life Health Pro: “Set yourself apart”

At the beginning of my career, a big mistake I made for quite a long time was being just like everybody else. There was nothing unique I did as a broker. Differentiating yourself can be the key to standing out and creating a strong and loyal client base. Read Full Article

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Life & Health Advisor: “Traversing a Brand New Regulatory Landscape”

With the passing of the U.S. Department of Labor’s fiduciary ruling in April of this year, the real work has begun for the financial services industry. Read Full Article

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Mass Mutual: “Five Things You Need to Know About the DOL Rule”

How well do you understand the Department of Labor’s fiduciary rule change and what it means for your advising operation and business? Here are five things you need to know right now. Read the Full Article

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