Articles by: C2P

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 of three finalists [...]

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2019 Tax Strategies: Increase Tax Savings

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 [...]

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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. Read Full Article

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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. With the greatest legislative change in [...]

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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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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

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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 [...]

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