Why C2P Advisory Group?
Holistic Services for Holistic Advisors
At C2P Advisory Group, we work exclusively with holistic advisors committed to representing their clients’ best interests. As such, almost all our affiliated advisory practices have either an RIA, IAR, or registered representative of a broker dealer in their office to help represent insurance a part of a holistic financial planning solution.
Contracted advisors will gain access to full-service support for our broad range of insurance offerings, including:
- Product screening & analysis
- Annuity new business & policy services
- Case design and illustration
- Licensing and contracting
- Compliance and supervision
- Product training and support
- Financial planning support from a CFP®
Additionally, we have established a flexible and robust service structure through our sister companies to deliver the support needed for your independent advisory practice, including:
Clarity 2 Prosperity: Delivering the live and on-demand training opportunities to support the use of insurance products as part of a holistic plan
Want to learn more about getting started with C2P Advisory Group? Contact us or call (844) 381-4115 today to learn more about contracting and upcoming training opportunities.