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
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
Through partnership, define commission arrangements, solution based marketing support and advisor engagement activity.
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
Together, we promote the added value and benefits available to associate advisors through educational webinars, consultant connections and marketing communications.