We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (17,774)
  • Industry Conferences (3)
  • Industry Job Openings (3)
  • Moore on the Market (207)
  • Negative Media (139)
  • Positive Media (73)
  • Sheryl's Articles (656)
  • Wink's Articles (265)
  • Wink's Inside Story (238)
  • Wink's Press Releases (99)
  • Blog Archives

  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • May 2008
  • February 2008
  • August 2006
  • Clarity 2 Prosperity to Provide New, Fee-Based Fixed Indexed Annuity Product to Investment Advisory Channel

    September 20, 2016 by Clarity 2 Prosperity

    CLEVELAND, Sept. 20, 2016 /PRNewswire/ — 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. The innovative product, the Index Protector 7 fixed indexed annuity, meets the fee structuring requirements for fee-only or fee-based investment advisors, broker-dealers and RIAs, and will allow for adherence to the new compensation standards set forth by the Department of Labor’s Fiduciary Rule.

    Clarity 2 Prosperity is an approved distribution partner for Great American Life Insurance Company®, the insurance company and product manufacturer of the Index Protector 7 fixed indexed annuity. As a strategic partner, C2P and PCA will bring this newfound capability to advisors and organizations that were otherwise limited in their ability to offer insurance-based annuities in the past. Clarity 2 Prosperity and Prosperity Capital Advisors will provide the distribution, training and product execution platforms, as well as the billing support associated with the launch and ongoing facilitation of the Index Protector 7. 

    The introduction of this product now allows investment advisors to offer their clients a fixed indexed annuity solution that, unlike variable annuities they’ve been limited to using in the past, offers the opportunity to earn interest based on market performance with principal protection and the ability to create a structured secure guaranteed income stream for life. The Index Protector 7 offers competitive earning potential, tax-deferred growth and a return of premium guarantee. 

    “We commend Great American Life for being one of the first insurance companies to bring such a needed product innovation to the fee-based marketplace as a way to help advisors comply with the new DOL rule and for their speed in manufacturing a product compatible with these new guidelines,” said Jason L. Smith, founder and CEO of Clarity 2 Prosperity and Prosperity Capital Advisor. “Through this emerging market, the fee-based and fee-only planning community now has access to these practical retirement planning tools, and we’re proud to join them on the forefront as a distribution partner and in the continuation of our pursuit as an early adapter of the DOL Fiduciary Rule.”

    For investment adviser representatives of Prosperity Capital Advisors, Clarity 2 Prosperity will provide training for the appropriate use of the product in a financial plan and the “best interest” standards to adhere to when making the recommendation. Prosperity Capital Advisors will support the execution and ongoing management of the product for the IARs of PCA as well as for all other advisors and organizations that wish to utilize the PCA platform to access the Index Protector 7 for use in their clients’ portfolios.

    “As part of our commitment to uphold the DOL new fiduciary rules, we thoroughly screen available products in the marketplace to ensure recommendations follow ‘best interest’ standards,” said Dave Alison, CFP® and founding partner for Prosperity Capital Advisors. “This new product helps advisors and organizations meet those standards and provides new alternatives for the investment community, that, coupled with associated training in how it works within a comprehensive financial plan, provides these investment advisors more options to further diversify their clients’ portfolios.”

    Investment advisors interested in offering this new product option to their clients or for more information on how this fixed indexed annuity would work as part of a comprehensive plan are encouraged to contact Clarity 2 Prosperity and Prosperity Capital Advisors by calling (888) 240-1923. 

    About Clarity 2 Prosperity and Prosperity Capital Advisors
    Clarity 2 Prosperity Mastermind Group and Prosperity Capital Advisors are affiliated financial planning organizations with a mission to shift advisor focus from selling products to becoming holistic service providers, effectively serving the comprehensive needs of American families. For more information about Clarity 2 Prosperity visit www.Clarity2Prosperity.com or call (888) 240-1923 and for Prosperity Capital Advisors visit www.ProsperityCapitalAdvisors.com or call (888) 240-0064.

    Prosperity Capital Advisors is an SEC registered investment adviser with its principal place of business in the State of Ohio. For more detailed information about Prosperity’s products and services, please visit www.adviserinfo.sec.gov or contact the firm atwww.ProsperityCapitalAdvisors.com. Please read this disclosure statement carefully. Registration with the SEC does not imply any level of skill or expertise.

    Contact:
    Clarity 2 Prosperity
    Jason L. Smith
    O: (888)240-1923
    E: jsmith@c2padvisory.com

     

    SOURCE Clarity 2 Prosperity

    Related Links

    http://www.Clarity2Prosperity.com

    Originally Posted at PRNewswire on September 20, 2016 by Clarity 2 Prosperity.

    Categories: Industry Articles
    currency