Become a C.A.R.E. Member

Covenant Advisor Referral Exchange

CRP is looking for quality, client-driven financial advisors to become associated with our C.A.R.E. program. Interested consumers who request additional information from the topics discussed and the solutions offered in the newly-released book, “Fiscal Fitness – 8 Steps to Wealth and Health From America’s Leaders of Fitness and Finance,” by Jack LaLanne and Matthew J. Rettick, will need someone to send them this information or schedule an appointment to discuss these items in-depth. Those financial advisors who meet the qualifications and experience needed to become a C.A.R.E. member with CRP will be added to our recommended list of competent, reliable financial advisors for consumers to speak with.

Qualifications and Experience Required:
  • Properly licensed for Life/health/annuities.
  • Series 65 licensed or other securities licenses.
  • No current complaints with a consumer, your state insurance department, state securities departments, or FINRA.
  • No bankruptcy filings within the past 7 years.
  • No vectors with any insurance companies.
  • All Fixed Annuity and Life insurance business must be written through CRP.
  • You must have a current website in order to link to CRP’s site.
To be considered for admission to the CRP C.A.R.E. Program, please tell us about yourself:
Name:
Address:
Phone:
Cell Phone:
Email:
Insurance Licenses:
Series 65
Series 6/63
Series 7
Other Professional Designations:
Number of years in the financial services industry:

"To enroll in the C.A.R.E. Program, contact Nick Valentino at info@crproducers.com or by calling 866-907-4275.