Sort posts by

October Training Corner

We are excited to provide you with the latest 2018 Training Corner. In this edition, you will find updates to several e-Learning courses and documents as well as a new resource – the seminar evaluation form. Changes to some of the most frequently used planning documents, such as The Income Gap Assessment and The Bucket […]
Continue Reading

New and Improved MentorConnect Portal

We are excited to unveil the new and improved MentorCONNECT portal! We have re-tooled the portal to improve your experience – making it easier to find the right mentor or the exact specialization you want to dive deeper into during your mentor call.

The improved functionality includes a brand new “My Office” tab where you […]
Continue Reading

Top Advisor Showcase: Brian Sak

October is officially upon us, and that means it’s time for another recap from the June Mastermind Collegium in Cleveland. In this edition, Brian Sak, CFP®, CLU®, ChFC® discusses how he and his team utilize bond alternatives to help clients avoid interest rate risk and sequence of returns risk while saving annual fees and growing […]
Continue Reading

Welcome Jason King

We are really excited to announce that your resources and support at Clarity 2 Prosperity are growing with the addition of Jason King. Jason, the son of Doug King, has grown up in the financial services industry and brings financial planning knowledge as well as practical application of The Bucket Plan to help support you […]
Continue Reading

Version 2.0 – The Bucket Plan Software

We are excited to announce version 2.0 of The Bucket Plan® software. This revision has been in the works for months. We couldn’t be happier to share it with everyone who has already been utilizing the application and with those of you who have been awaiting this release to begin using the platform.

What can […]
Continue Reading

Revised Webinar Date: Using FIAs as a Bond Alternative

Join us on Thursday, May 24 at 3 p.m. ET / Noon PT to learn how to:

  • Deliver increased portfolio stability and consistent income
  • Mitigate interest rate risk and sequence of returns risk
  • Educate clients on the investment fundamentals of how bonds and FIAs work
  • Identify FIAs in the best interest of your clients […]
    Continue Reading

PCA November Model Rebalance

As decided by the PCA Investment Committee, each November we 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 […]
Continue Reading

Global Market Breakdown – YTD

I am pleased to provide this report and summary data for the Global Market Breakdown on a YTD basis. In the past, we have provided this information monthly and DFA separately provided a quarterly report. In an effort to better understand the relative performance of various sectors of the world market and look at an […]
Continue Reading