TRUSTED ADVISOR PROGRAM
We close the case for you. Your client remains your client.
And most importantly, you continue to share in the compensation.
And Most Importantly, You Continue to Share in the Compensation.
We frequently work with advisors and agents who understand the importance of annuity planning, life insurance planning, long-term care solutions, and disability income planning. They recognize the value these services bring to their clients, but often face practical challenges that make it difficult to incorporate them into their practice.
As a fiduciary, your responsibility is to ensure clients have access to the best possible planning solutions available. The challenge is having confidence that your clients are being presented with best-in-class strategies and products, rather than a limited selection of one or two in-house or preferred carrier options.
That's where Clarus comes in.
The Trusted Advisor Program is designed to function as an extension of your team. Our specialists help evaluate the marketplace, identify appropriate solutions, and manage the case from strategy through implementation. We do the heavy lifting while you remain the trusted advisor your clients rely on.
By leveraging the expertise and resources of Clarus, you can expand the value you provide without adding complexity to your day-to-day practice. Your clients receive access to comprehensive planning solutions, and you gain confidence knowing their needs are being addressed by experienced specialists.
Common challenges include
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You're too busy to dedicate the time required to fully address these planning needs.
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These services may fall outside your core area of expertise.
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You may not feel completely comfortable or confident navigating these solutions on your own.
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You would typically refer the business to another agent or professional acquaintance.
Why Advisors Partner with Clarus
- Access to a broad range of carrier and product solutions
- Specialized expertise in annuity, life insurance, long-term care, and disability income planning
- Objective evaluation of available marketplace options
- Professional case design and implementation support
- Confidence that clients are receiving best-in-class recommendations
- A collaborative approach that strengthens existing client relationships
- The ability to expand your service offering without expanding your workload
- Participation in compensation while leveraging our expertise
Our Promise
"We do the work. You maintain the relationship. Your client remains your client. And you continue to share in the compensation."
Ready to Partner with Clarus?
Discover how the Trusted Advisor Program can help you deliver more value, broaden your planning capabilities, and better serve your clients without adding additional burden to your practice.