C2P Advisory Group, an insurance marketing organization (IMO) and division of Westlake-based C2P Enterprises, has installed two new executives and announced a company rebrand concurrent with the hires as the business looks to grow.
Leading what is now known as Clarity Insurance Marketing are industry veterans CEO Brian Mann and executive vice president Kalem Mackey.
As chief executive, Mann fills a post last held by Doug King. King left the company as an employee earlier this year to devote more time to his own retail practice but is still involved as a partner and board member.
Mann joins the C2P company from Elite Advisory Group, an independent retirement planning and wealth management business based in Huntington Beach, Calif., which he co-founded and serves as CEO and managing partner.
Per a company description: 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.
C2P Enterprises, founded by Jason Smith, is a holding company comprising four businesses: Clarity Insurance Marketing; Valor Capital Management, an institutional RIA; Prosperity Capital Advisors, a retail RIA; and Clarity 2 Prosperity, an adviser training business. There are about 50 employees across those sister companies.
Mann previously founded an IMO that was acquired in 2008, and he sold his interest to the company in 2014, according to C2P. He founded Elite Advisory Group in 2013.
“Clarity Insurance Marketing has been on the leading edge of IMO capabilities since opening its doors nearly a decade ago. I’m excited to join the leadership team and share with the industry the amazing resources that are currently available, but to also continue with the mission of innovation and advancement of resources to help advisors serve in their clients’ best interest,” said Mann in a statement. “In a world that transitioned to a virtual marketplace overnight, I’m ecstatic that Clarity already had the capabilities in place to help advisors not only survive but thrive in our ever-changing industry.”
Mann and Mackey have worked closely together over the past several years. Mackey also is co-founder and president of Elite Advisory Group and worked with Mann on his previous IMO.