FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events
Search results for

"annuity"

    Product R + D

    Annuity Maximization in Action: A Real-Life Case Study for Tax-Free Legacy Planning

    by FIG Marketing April 30, 2025
    written by FIG Marketing

    What happens when clients have an annuity they’ll never fully spend?

    Unfortunately, those leftover funds often become a tax burden for beneficiaries.

    With an annuity maximization strategy, clients can provide their loved ones with a tax-free death benefit by converting an unneeded annuity into a life insurance policy. However, many don’t realize this is an option.

    Continue Reading
    April 30, 2025
    1 FacebookTwitterPinterestEmail
  • Product R + D

    Annuity Reviews & Updates: Finding Opportunities to Review Your Client’s Asset Allocation

    by FIG Marketing January 15, 2025
    by FIG Marketing January 15, 2025

    As a financial professional, you can play a critical role in helping clients understand how to increase their retirement confidence by including annuities in their retirement income plans. According to a recent …

    1 FacebookTwitterPinterestEmail
  • Product R + D

    Finding the Right Annuity for Your Clients

    by James LeMay June 12, 2023
    by James LeMay June 12, 2023

    Reconnecting with your clients is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes …

    9 FacebookTwitterPinterestEmail
  • 1
  • 2
  • 3
  • …
  • 26

Subscribe To Stay Updated

Sign up to get notified of new posts.


Thank you for subscribing!

  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube
  • Spotify
Footer Logo

(800) 527-1155
FIGMarketing.com
Empowering Financial Professionals™

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2025 Financial Independence Group, LLC. All Rights Reserved.


Back To Top
FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events