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