Q&A For Hosting Effective Virtual Meetings

Considering the current climate of not physically meeting clients due to the Coronavirus, how can we adapt the situation? How can we meet with new prospects, new clients, get new business in the door, and continue to deliver a good experience to our existing clients without meeting with them face-to-face? Q: Do many clients and [...]

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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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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 Full Article

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