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!

AIG – Income Product Webinar

Published September 12th, 2016 in News, Updates and Announcements | No Comments »

As part of our ongoing Monthly Product Webinar Series, Walker Ham will be discussing the AIG – Income Product!

Join him Monday, September 19 at 3 p.m. EDT as he talks through how this product can secure more of your client’s retirement income.

On this webinar, Walker will cover:

  • Lifetime Income Plus & Lifetime Income Plus Multiplier
  • Premium requirements
  • Withdrawal strategies
  • Sales ideas and case study

Costa Rica Countdown

Published September 9th, 2016 in News, Updates and Announcements | No Comments »

It’s the final stretch with just 3 weeks left to qualify for Costa Rica!

To secure your spot, be sure to get your qualifying annuity, life insurance and AUM business in and paid by September 30, 2016. The qualification period is from September 1, 2015 through September 30, 2016.

We look forward to seeing you there!

 

Top Advisor Roundtables

Published September 8th, 2016 in News, Updates and Announcements | No Comments »

Our Top Advisor Roundtable breakout sessions exemplify what the Mastermind Group is all about. Here are the latest innovations, sales and planning ideas shared at the last Mastermind Collegium directly from your peers!

John VanWeelden
VanWeelden Wealth Management

Sequence of Returns Risk – How to effectively illustrate this risk to your clients to motivate them to take action.
Click here to access the handout

 

DC Chamberlin
The Chamberlin Group

Current Volatility Explained in Client Review – Using performance reports and the DFA matrix book to improve client retention.
Click here to access the handout

 

David Hoff
First Heartland Corporation

Life Insurance Sales Strategies – Where does life insurance fit in The Bucket Plan®?
Click here to access the handout

 

Yvonne Marsh
Marsh Professional Group

LTC Planning Strategies – What is asset based long-term care, and how do I position it in a financial plan?
Click here to access the handout

 

PCA November Model Rebalance

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

As decided by the PCA Investment Committee, each November we will look to rebalance the Global, Pre-Tax, and Post-Tax Models. The committee decided to create a streamlined and uniform rebalance month so that advisors can plan well in advance for any potential changes they would like to make in their client accounts. We chose November because not only will we be able to rebalance the models back to target by year end, we will also be able to accommodate any RMDs or model changes during the rebalance. Since the accounts managed by PCA carry transaction costs when being bought or sold ($15 at TDAI), you may want to provide PCA special instructions if you feel accounts may need changes, thus killing two birds with one stone and saving the client additional transaction costs down the road.

Here are a couple items you might want to consider:

  • Set money aside for expected upcoming distributions (including RMDs)
  • Model change due to financial situation
  • Not to rebalance at all due to tax sensivity or other reason

Here is a quick 6 minute video I recorded on a really helpful tool found in Orion where you can easily measure the gain/loss impact on each of your accounts if you request a model change or we rebalance the portfolio. I find this tool very helpful for my Post-Tax Accounts.

We are requesting that you review your client accounts in these models and to notify PCA Operations of any special trading instructions for specific accounts. If you do not submit instructions via this secure webform, all accounts in these models will undergo our block rebalance. If you have many accounts with special instructions (20+), please use this spreadsheet template in place of the secure webform to list the accounts and submit to PCA Operations.

We wanted to send this initial communication out to allow you so you have ample time to notify your clients of the upcoming rebalance and to discuss any year end planning issues that may be affected. Specific details of fund and/or allocation changes as well as the exact target date of the rebalance will be provided in the near future.

As always, any reports needed to assist you in reviewing your accounts may be requested via email from PCA Operations at operations@prosperityca.com.

Thank you for your attention to this matter. We value our relationship with you and appreciate your ongoing business with PCA.

Sincerely,
Dave Alison, CFP®

August 2016 Training Corner

Published August 31st, 2016 in News, Updates and Announcements | No Comments »

We are excited to provide you with the August 2016 Training Corner. There have been several updates to key documents and the release of Clarity 2 Prosperity – the holistic planning process: Step 4. Please read the following August 2016 Training Corner here!

 

MMC Step 4: the holistic planning process

Published August 25th, 2016 in News, Updates and Announcements | No Comments »

Clarity 2 Prosperity – the holistic planning process continues to provide the essential training and processes needed to be a successful holistic advisor. We share the latest innovations and developments as Jeff Warnkin and Jason Smith present updates to Step 4 of our signature planning process. This step provides the comprehensive outline to delivering continual services and support to your clients. Learn how to:

  • Effectively run your annual review process and the tools that have been created to support it
  • Reposition RMDs and use “The Perfect Storm” materials to identify new sales opportunities
  • Build relationships with your clients through ongoing communication and appreciation events
  • And more!

July Leaderboard and Costa Rica Standings

Published August 24th, 2016 in News, Updates and Announcements | No Comments »

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

Click here to view the Top 25 Asset Gatherers for July

It’s the final stretch with just one month left to qualify for Costa Rica! To claim your spot be sure to get your qualifying annuity, life insurance and AUM business in and paid by September 30, 2016. The qualification period is from September 1, 2015 through September 30, 2016.

Click here to view the current standings as of 8/1/16