Public-site terms
Useful information. Clear limits.
The website can help you prepare a better question. It does not make a recommendation or create a professional relationship.
Updated August 27, 2026
Educational information only
Website content and tools are general and educational. They are not individualized insurance, investment, tax, legal, medical, or public-benefits advice. McCanney Capital does not provide securities or investment-advisory services through this website.
No client relationship
Visiting the website, using an educational tool, calling the office, or following a link does not by itself create a client, insurance, investment-advisory, legal, or fiduciary relationship. Any engagement, role, scope, and compensation should be explained separately.
Insurance and hypothetical scenarios
Insurance recommendations require current client information, applicable licensing, and review of the actual contract and carrier materials. Hypothetical scenarios are not guarantees or investment forecasts. Policy guarantees depend on the issuing insurer’s claims-paying ability. Non-guaranteed values may change, and product terms and availability vary by carrier, state, contract, and circumstance.
Compensation
The first conversation is complimentary. If a client purchases an insurance product through McCanney Capital, the issuing insurance company may pay a commission. Relevant role, compensation, material tradeoffs, and alternatives should be explained before a decision. No product purchase is required.
Separate organizations
Mark McCanney is a co-founder of CarePlan Advisor Alliance, a separate education and workflow platform for care-planning professionals. Alliance membership or use of its tools is not required to work with McCanney Capital, and visiting either site does not create a client relationship.