Households under financial pressure need a path, not another product.
PCG gives insurance and financial-services professionals a structured financial-readiness pathway for clients who need preparation before the next planning conversation.
The opportunity
What happens today without a pathway
Pressure shows up in your review meetings
Clients cancel, reduce, or postpone when their broader financial position is strained.
Planning conversations need stable ground
Preparation first makes the long-term conversation realistic instead of theoretical.
Retention is the return
A client who gets real help stays a client and refers their household.
For your clients
What PCG actually does for the client
Readiness review
PCG identifies the material financial barriers affecting the household today.
A structured preparation pathway
Personalized steps the client can actually follow, with progress they can see.
Guided support
Education and preparation help for as long as the pathway calls for it.
How it works
The partnership, start to reconnect
Apply
A short application tells PCG who your organization serves and how you prefer to refer.
Get your referral pathway
Your organization receives a referral link and QR code plus access to the Partner Command Center.
Introduce a client
Send the client through your pathway whenever preparation needs to come before the next step.
Follow permitted progress
Milestones you are allowed to see appear in your workspace, so nothing lives in memory or a spreadsheet.
Reconnect
When the client's pathway supports it, you are signaled that resuming the conversation may be appropriate.
Why professionals trust it
The model, plainly stated
Consumer information stays protected
You see the referral-progress milestones you are permitted to see. Protected consumer detail is never exposed in your workspace.
Every referral is attributed
Referrals arrive through your own organization pathway, so the relationship you originated stays recorded as yours.
Compliance-first language
PCG does not promise outcomes, scores, or timelines — to your client or to you. What is shared is what can be supported.
Your relationship stays central
PCG prepares the consumer and hands the conversation back to you. We do not replace the professional who earned the relationship.
Become a PCG partner
Bring your clients a preparation pathway before the next planning conversation.