Website terms

This public website describes services that are in development. It is not an enrollment agreement, software license, insurance solicitation, product recommendation, or promise that a feature, course, price, or launch date will be available.

Professional education and workflow support

CarePlan Advisor Alliance, CarePlan Academy, and CarePlan ProStudio are intended for professional education and workflow support. They do not provide individualized insurance, investment, tax, legal, medical, or compliance advice. They do not replace carrier materials, suitability analysis, licensing requirements, a firm’s supervisory procedures, or an advisor’s professional judgment.

Illustrations and scenarios

Any future ProStudio output will depend on advisor-validated source data and stated assumptions. Scenarios are planning illustrations, not forecasts or guarantees. Insurance policy guarantees depend on the issuing insurer’s claims-paying ability. Non-guaranteed values may change, and availability and rules vary by state, carrier, contract, firm, and client circumstance.

No client relationship

Visiting this site, following a link, joining a waitlist, or viewing an educational resource does not create an advisor-client, insurance, legal, or fiduciary relationship. Mark McCanney is a co-founder of the Alliance and separately operates McCanney Capital. Alliance membership or ProStudio use is not required to work with that separate practice.

Enrollment terms will be separate

Paid Academy or ProStudio offerings will have service-specific terms, pricing, cancellation rules, permitted use, data responsibilities, and support commitments presented before purchase. Continuing-education credit applies only when a specific course is expressly identified as approved for the relevant jurisdiction.

Contact

General questions about the Alliance or this public website may be sent to mark@careplanaa.com. Do not email client illustrations or sensitive personal information.