A Fiduciary-Friendly IMO
C2P Advisory Group is a fiduciary-friendly insurance marketing organization (IMO) that facilitates advanced product screening, selection and support for all lines of fixed insurance products, such as fixed and indexed annuities, single premium and traditional life insurance and asset-based LTC products. VIEW AVAILABLE INSURANCE SOLUTIONS.
Sophistication & Experience
Our executives share decades of expertise as financial planners and advisors, many of whom maintain active, successful advisory practices. We leverage this firsthand understanding to create efficient back-office support and quality service standards to help advisors issue new business quickly, accurately and effectively. MEET OUR LEADERSHIP TEAM.
Best Interest Standards
C2P Advisory Group has held a proactive stance throughout the onset and evolution of new legislation, and has remained purely dedicated to providing and facilitating best interest practices. Our processes have been built, tested and refined years ahead of legislation, resulting in powerful asset-gathering tools rather than burdensome, compliance-driven process newly derived to meet regulatory changes.
The bottom line: At C2P Advisory Group, we mitigate risk for institutions, their advisors, and ultimately American families nationwide through sophisticated case design, product selection and implementation of insurance solutions as financial planning tools. LEARN OUR BEST INTEREST PHILOSOPHY.