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FIG Marketing

  • FIG News
    • Events
    • Press
    • Community Relations
  • Product R + D
  • Marketing + Branding
  • Business Development
  • Industry Insights
  • Product R + D

  • Marketing + Branding

  • Business Development

    Business Development

    23 Crucial Years & 10 Birthdays That Impact Retirement Income

    written by Sheryl Theisen
    23 Crucial Years & 10 Birthdays That Impact Retirement Income

    Age and money are taboo topics when it comes to retirement planning.

    Talking about money is quite often an emotional trigger. As a financial professional, you have to find that point in the retirement planning conversation that pokes at these concerns. But you need to do it in a way that doesn’t cause your client to shut down.

    And don’t ask someone’s age since we all know the aging process can’t be slowed or stopped. As a financial professional, you can help clients recognize that time is crucial to drilling down their financial planning details. You want them to feel secure with the inevitable.

    Continue Reading
    23 Crucial Years & 10 Birthdays That Impact Retirement Income was last modified: May 12th, 2022 by Sheryl Theisen
    May 12, 2022
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  • Product R + D

    Solving for Aviation Risk & Premium Finance [Case Study]

    by TJ Whalen April 28, 2022

    This case study puts a magnifying glass on premium financing for an ultra-high-net-worth (UHNW) individual who has a unique aviation risk. Read the full case study below or download the PDF version…

  • Business Development

    What’s Next? Tips for After the Conference

    by Sheryl Theisen April 19, 2022

    If you search online, there’s an unending list of financial industry-related seminars and conferences – Michael Kitces provides a master list of top financial advisor conferences that’s regularly updated. If you’re attending…

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FIG Marketing ElevateU Charlotte - June 2022

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