Registered Investment Advisor

Our Commitment to You

PCN partners with Registered Investment Advisors (RIAs) to help them navigate through the evolving financial planning landscape and properly utilize insurance solutions in an unbiased manner. 

 

With PCN, gain a concierge-level of service in the process of identifying protective planning solutions and risk management options that serve the best interest of your clients.

Partnership Benefit Highlights
  • Proactive, external and internal insurance and income planning specialists 

  • Enhanced technology solutions for annuity and insurance business 

  • Expansive, customized product offering for products on your platform 

  • Dynamic marketing solutions to expand client relationships

  • Professional development and educational partnerships 

  • Operational support for your firm

Your Journey Starts Here...

Receive a high-level overview of who PCN is and the services provided to help solve challenges by offering, promoting and implementing insurance solutions into your business with purpose.

Connect with Our Executive Team
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Connect with Our Executive Team

In support of solidifying a mutual agreement, PCN works with you to establish the rules of engagement, define business requirements and plan for conducting business.

Become a Partner
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Become a Partner

Through partnership, define commission arrangements, solution based marketing support and advisor engagement activity.

Build Structure
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Build Structure

Connect with PCN department leaders through introductory meetings, get contracted with appropriate carriers and gain access to PCN’s online annuity and insurance technology platform.

Onboard Your Team
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Onboard Your Team

Together, we promote the added value and benefits available to associate advisors through educational webinars, consultant connections and marketing communications.

Engage and Activate Advisors
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Engage and Activate Advisors

PCN partners with registered investment advisors in navigating through the evolving product landscape to identify solutions to best meet the client’s goals.