C2P Advisory Group is a fiduciary-friendly insurance marketing organization that facilitates product screening, selection and support for fixed and fixed indexed annuities, single premium immediate and deferred-income annuities.

HOW DO LIFE INSURANCE AND ANNUITIES FIT INTO A BEST INTEREST SALES PROCESS?

When used appropriately as a piece of a holistic financial plan, there is no substitute that provides the same advantages of annuities for tax-advantaged growth and predictable income. C2P Advisory Group offers both fee-based and commission-based annuities and utilizes a proprietary, five-layer product screening process for best interest selection criteria.

As one of the first IMOs to apply for financial institution status with the Department of Labor, C2P Advisory Group is dedicated to providing and facilitating best interest practices. Its founder, Jason L. Smith, began selling FIAs in his personal financial practice in 1995, the year they were first introduced, and has since developed the firm to include a team of CERTIFIED FINANCIAL PLANNERS™ to help position the products as a financial planning tool.

To learn more about contracting or additional resources available through C2P Advisory Group, email Info@C2PAdvisoryGroup.com or call us today at (844) 381-4115.

CARRIERS

C2P Advisory Group, 30400 Detroit Road, Suite 201, Westlake, OH 44145
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