Welcome

Welcome to C2PCentral.com—an exclusive communications resource from Clarity 2 Prosperity and Prosperity Capital Advisors. As a member of our Mastermind Group, this tool has been created to put all of our communications in one convenient location, right at your fingertips. Be sure to check back regularly and bookmark this page as your go-to spot to access our news, updates and latest resources available to you!

Thanksgiving Holiday Schedule – TD Ameritrade

Published November 21st, 2016 in News, Updates and Announcements | No Comments »

Please be advised of the following Thanksgiving holiday schedule for TD Ameritrade:

Wednesday, November 23, 2016

  • US Equity Market/Listed Bond Market – Normal market hours
  • OTC Fixed Income Market – Early close at 4:00 PM ET
  • TD Ameritrade Institutional – Standard hours of operation

Thursday, November 24, 2016

  • US Equity Market/Listed Bond Market – Closed
  • OTC Fixed Income Market – Closed
  • TD Ameritrade Institutional – Closed

Friday, November 25, 2016

  • US Equity/Listed Bond Market – Early market close at 1:00 PM ET
  • OTC Fixed Income Market – Early market close at 2:00 PM ET
  • Mutual Funds – Please review Veo for specific cutoff times
  • TD Ameritrade Institutional Trade Desk, Service Team and Technology Services – Early close at 5:00 PM ET
  • TD Ameritrade Institutional Fixed Income – Early close at 2:00 PM ET

Please note: While C2P/PCA offices will be closed on Friday, November 25, trade requests submitted prior to 12:00 PM ET will be processed accordingly.

Wishing you and your family a Happy Thanksgiving!

 

MMC: Sneak Peek

Published November 18th, 2016 in News, Updates and Announcements | No Comments »

With only a few weeks left till our next Mastermind Collegium, we are excited to share a closer look at the marketing program that enabled Mastermind member, Leonard Parson, to cut his marketing costs by 60%! Instead of relying on cold leads from the mail houses, learn the details of how he is able to average 75-100 warm leads per month from this exclusive event marketing system.

Watch the Break Out Session below for a sneak peek of what is to come at the December Mastermind Collegium!

Since this debut at our June event, Clarity 2 Prosperity has partnered with Leonard to further refine and package this Low-Cost Event Marketing and Promotion process for you to implement into your practice!

Don’t Miss the Mastermind Collegium in Las Vegas December 8-9!

8 a.m. – Noon, Thursday, December 8 – Tax Practice Builder Pre-Session

1 p.m. – 5 p.m. Thursday, December 8

8 a.m. – 3 p.m. Friday, December 9

Register Now!

 

Registration for December Mastermind Collegium & Tax Practice Builder is now open!

Published November 7th, 2016 in News, Updates and Announcements | No Comments »

This will be our biggest and best event yet, and one you will NOT want to miss.

Tax Practice Training 

8 a.m. – noon Thursday, December 8

Mastermind Collegium 

1 p.m. – 5 p.m. Thursday, December 8

8 a.m. – 3 pm. Friday, December 9

Visit MastermindCollegium.com for details and to register today, and keep an eye on your inbox for more details in the days to come!

 

PCA Model Portfolio Changes

Published October 28th, 2016 in News, Updates and Announcements | No Comments »

The PCA Investment Committee regularly reviews and conducts research on the PCA Model Portfolios. In normal course, these efforts may lead to occasional changes to the asset allocation.   As such, please be advised that we will be making asset allocation changes to our Pre-Tax and Post-Tax Portfolios. No changes will be made to our Global Allocation Portfolios at this time. Changes will begin taking place Monday, October 31, 2016 for new accounts and will continue through the week of November 14th for current accounts. Importantly, changes do not indicate any deviation from the existing investment philosophy and are consistent with direction provided by Dimensional Funds and research diligence conducted by the Investment Committee over the past 2 quarters. The changes are as follows:

Pre-Tax Portfolio:

The Committee has concluded that the equity allocations in the Pre-Tax Portfolios were well represented, diversified, and in line with allocations of other firms using Dimensional Funds (DFA). Regarding our fixed income allocations in the Pre-Tax Portfolios, the Committee concluded that it would add the Investment Grade Portfolio fund in conjunction with building a core approach to the fixed income allocations similar to our approach on the equity side. Specifically, the changes to the Pre-Tax Portfolios are as follows:

Equity: None

Fixed Income:

  • Add Dimensional Investment Grade Portfolio (DFAPX)
  • Increase the allocation to Dimensional Two-Year Global Fixed Income (DFGFX) and Dimensional Five-Year Global Fixed Income (DFGBX)
  • Eliminate Short-Term Extended Quality (DFEQX) and Intermediate-Term Extended Quality (DFTEX)

Post-Tax Portfolio:

On the equity side, the Committee decided to slightly reduce exposure to small cap equity and international value and enhance alignment between the Pre-Tax and Post-Tax Portfolios. Specifically, the changes to the Post-Tax Portfolios are as follows:

Equity:

  • Reduce the number of domestic equity funds from 3 to 2
  • Add Tax Managed Equity Portfolio (DTMEX)
  • Increase the allocation to TA Core Equity 2 Portfolio (DFTCX)
  • Eliminate Tax-Managed US Small Cap (DFTSX) and Tax-Managed Marketwide Value (DTMMX)
  • Reduce the number of International Funds from 2 to 1
  • Increase the allocation to TA World ex US Core Equity Portfolio (DFTWX)
  • Eliminate Tax Managed International Value Fund (DFTMIX)

Fixed Income:

  • Adjust the fixed income allocations in order to keep the overall structure as closely aligned with the Pre-Tax model allocations per our review with analysts at Dimensional

Thank you for your cooperation and efforts in this process.

 

September Leaderboard & Final Costa Rica Qualifiers

Published October 28th, 2016 in News, Updates and Announcements | No Comments »

Congratulations to the top 25 advisors for the month of September. Way to go Greg H. from Schererville, IN for being the #1 asset gatherer for the month, bringing in over $2 million in new assets!

Click here to view the Top 25 Asset Gatherers for September

We are also excited to recognize those who have qualified for our upcoming Advisor Connection trip to Costa Rica! Thirty four advisors met the requirement of over 250,000 CPCs between September 1, 2015 – September 30, 2016.

Great job by all and we look forward to seeing you in Guanacaste in January!

Click here to view the final standings

 

MMC Top Advisor Spotlight: John Gibbons

Published October 20th, 2016 in News, Updates and Announcements | No Comments »

One of the unique benefits of being a part of our Mastermind Group is the collaboration with fellow successful advisors dedicated to holistic financial planning. This week we share a spotlight of top advisor John Gibbons, CLU®, ChFC®, managing partner of Allied Financial Consultants, LLP, as he provides an exclusive inside look at his key strategies for explaining wealth accumulation and retirement income planning to clients and prospects.

In his presentation, John shares how he helps clients find their “true north” during his appointment process, including his take on key C2P tools and processes:

  • The Bucket Plan®
  • Explaining sequence of returns,
  • A unique twist on explaining the preservation phase of the money cycle
  • Client Events
  • And more!

 

Indextra® FIA Webinar

Published October 18th, 2016 in News, Updates and Announcements | No Comments »

As part of our ongoing Monthly Product Webinar Series, Dave Alison will be discussing the Indextra® Fixed Indexed Annuity product issued by Integrity Life Insurance Company!

Join him Monday, October 31 at 3 p.m. ET as he talks through how this product offers your client’s peace of mind to know their final expenses are covered.

On this webinar, Dave will cover:

  • Minimum and maximum premiums
  • The S&P 500®, GS Momentum Builder®, and Fixed Interest allocation options
  • Withdrawal strategies
  • Sales ideas and case study

MMC Breakout Session Highlights

Published October 10th, 2016 in News, Updates and Announcements | No Comments »

Have you ever wondered how your fellow C2P Mastermind advisors successfully implement C2P’s tools and processes in their own practices? Or maybe you’ve asked if your peers are doing something unique that you should try too? Here is a recap of new ideas and strategies for enhancing your business. Watch the video below for the top two ideas from each breakout session at our last Collegium event. Learn 10 actionable tips, including:

  • How to fill seminars and convert attendees to appointments;
  • Adding new advisors to your practice;
  • Practice management implementation tips;
  • Best industry books, apps and technologies; and
  • How to engage your tax clients after tax season.