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MMC DOL Update Presentation

We are excited to share that our most recent Mastermind Collegium was our most action-packed event yet! It was great to see so many of you there, and we look forward to seeing you again December 8-9 in Las Vegas, Nevada.

Over the coming weeks, we’ll be sharing videos of presentations and collaborations that took […]
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NGL Funeral Expense Trust Webinar

In the next part of our Monthly Product Webinar Series, Dave Alison will be discussing the National Guardian Life Funeral Expense Trust! Join him Monday, July 18 at 3 p.m. EDT 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 […]
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Allianz Rate Change – New Rates Listed

An official announcement on new Allianz rates:

“Preferred Advisor – It’s official now. Please see below and PAY ATTENTION to YOUR STATE to avoid any confusion. Also, C2P and Allianz are aware that Allianz’s illustration software is down currently. Allianz has ensured us that this is #1 priority and will have this software up and […]
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Important Reminder: Quick Start Training

This is a friendly reminder that if you haven’t attended a Quick Start, our next training is July 12-14. This training is crucial to help DOL proof your sales process and master the holistic planning process so don’t procrastinate on attending! If you cannot attend the July training, we will also be having one October […]
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Summer Friday Hours

A reminder that we will again be implementing special Friday hours at C2P/PCA. From now until September 2, the office will close at 4:00 EST on Fridays.