CLEVELAND, Sept. 30, 2020 /PRNewswire/ — C2P Advisory Group, a best interest-focused insurance marketing organization, announces today its rebrand to Clarity Insurance Marketing, a name more reflective of the values, offerings and mission of the organization. As part of the new direction of the company, industry veterans Brian Mann and Kalem Mackey, CFP® have joined the team in leadership roles.
Clarity Insurance Marketing is dedicated to ‘clarifying’ the role of fixed insurance products as part of a holistic financial plan and the processes required in order to deliver a transparent, best interest experience for the client. Its mission is to help both leading advisors in the insurance industry as well as those new to insurance and/or independence to understand fixed insurance and in what scenarios the products may or may not work in an overall retirement plan. The company has an award-winning five-layer annuity screening process to help identify the appropriate product for an individual client’s situation, as well as a best interest process for advisors to follow that documents the recommendations they’re delivering to a client, and why.
“As part of our continued focus on helping advisors adopt best interest standards, we are excited to announce industry veterans Brian Mann and Kalem Mackey to lead the IMO forward,” said Jason L Smith founder and CEO of C2P Enterprises, which is comprised of the IMO, Clarity Insurance Marketing, an institutional RIA, Valor Capital Management, a retail RIA, Prosperity Capital Advisors, and an advisor training company, Clarity 2 Prosperity. “Clarity Insurance Marketing is uniquely positioned as both an independent brand and as part of the collective service offerings for holistic financial advisors. We’re excited to add the experience and forward-thinking perspectives of Brian and Kalem to the team.”
Mann joins as the President and CEO of Clarity Insurance Marketing,