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Planner Advantage

Grow Your Business

PCN partners with like-minded Broker-Dealers, Registered Investment Advisors and Financial Professionals to help them become an indispensable center-point of guidance for those they serve and grow their business better.

 

By connecting planners with value, PCN elevates the insurance planning experience for both the advisor and their clients. This has become known in the industry as the "PCN Planner Advantage."

Professional Development and Education

Increase Your Value

PCN believes in the importance of investing in professional development and financial planning education to help financial professionals successfully evolve ahead of the ever changing financial market place.

As a partner of PCN, gain inside access to industry leading platforms designed to advance your knowledge, sharpen your planning skills, and expand your expertise.

From earning credited designations, to gaining 24/7 on-demand access to practical comprehensive planning training resources, take advantage of the following offerings in support of your professional aspirations and development goals. 

Increase your comprehensive financial knowledge and access on-demand practical comprehensive financial planning training.

Contact PCN to gain access.

Advisor Essentials

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Become more for those you serve by earning your CFP®, ChFC®, CLU®, FSCP®, RICP®, and/or WMCP® designations.

Contact PCN to gain access.

The American College of Financial Services

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Get CLTC® Certified and help clients better plan for a potential life-changing health care event.

Contact PCN to gain access.

Certification for Long-Term Care

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Planner Advantage

Connect to a comprehensive platform for managing compliance, licensing and registration, conflicts of interest and continuing education through a unified enterprise technology solution.

Contact PCN to gain access.

RegEd

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Dynamic Marketing

Expand Your Reach

Utilize the power of PCN’s marketing and creative services to help make your mark, share your voice and connect with your clients.  

 

Confidently showcase your unique brand identity as you attract more people to your business utilizing modern forms of media content. From digital to print, PCN has your marketing needs covered.

With PCN's customized marketing & creative services, develop and define a brand identity that reflects your core values, custom style and unique messaging to stand out in the marketplace.

Make Your Mark

Effectively communicate your unique brand utilizing print, digital, and social media content designed to connect you to more people that meet your unique business model. 

Share Your Voice

Leverage turn-key marketing programs and educational resources to deliver a personalized and elevated planning experience to those you serve.

Connect with Your Clients

Connect With Your Clients
Tools & Technolgy

Optimize Your Time

Get what you need when you need it most.

 

Through PCN's secured "Business Login" portal, connect to a full suite of on-demand planning tools and business processing technologies supporting annuity, life insurance, and long-term care solutions.

 

With access to PCN's exclusive online insurance business platform, accelerate productivity with the greatest of ease.  

Additionally, boost your back-office activity as PCN's Contracting & Licensing, New Business, and Commissions teams systematically work together to make processing business a whole lot easier.

Gain efficient operational support and access to streamlined technologies so that you can spend more time taking care of your clients and growing your business.

Annuity Express (AE), powered by Firelight, delivers an elevated end-to-end digital sales experience for both you and your clients. With AE at your fingertips, boost your business performance with 24/7 online accessibility to get the job done quickly and efficiently when needed most.

Contact PCN to gain access.

Annuity Business Submission Made Easier

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Annuity Rate Watch delivers customizable annuity databases, Illustrations, SPIA quotes, Lifetime Income Rider Quoting, RILA, IOVA and Traditional Annuity Data and Electronic Applications all in one simple to use application.

Contact PCN to gain access.

Annuity Rates and Updates Made Simple 

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Licensing & Contracting  Made Seamless

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SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving advisors an automated way to seamlessly perform functions related to licensing, contracting and appointing agents.

Contact PCN to gain access.

Life Insurance Made Optimized

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Ipipeline accelerates and simplifies life insurance sales, compliance operations and customer support. Access innovative automated processing power for every stage of the business – from pre-sales, new business and underwriting to policy administration, point-of-sale execution, post-sale support and data analytics.

Contact PCN to gain access.

Operational Business Support

Strengthen Your Network

We are all in the "People Business" and gaining the right connections inside a community of leading subject matter experts is the key to success. 

Take advantage of PCN's financial community live and virtual event experiences and continuously evolve into the holistic planner your client's need you to be. 

Are you interested in streamlining your business activity for optimal growth?

Send PCN a message and tell us more about your insurance business technology needs.

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