The Rundown
The Rundown is our educational video series, created to help clients understand their plans and see market news and events through the lens of their retirement strategy.
Latest rundown
Life Insurance Strategies
Life insurance is strategically built into most C2 plans, yet it often raises questions and anxiety among clients. This edition of the Rundown is dedicated entirely to answering those questions. Watch to better understand the risks life insurance is designed to help mitigate, how premiums are typically structured, and why the math behind it matters more than most people expect.
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Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.