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"cash value"

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    Product R + D

    Is Cash Value Part of the Death Benefit? [Infographic]

    by Chris Kite May 6, 2021
    written by Chris Kite

    Confusion can often swirl around the question, “Is cash value part of the death benefit?”

    We hear this question from time to time from novice and seasoned financial professionals alike. Perhaps the confusion stems from policy misunderstandings or deceiving statements about cash value in life insurance policies from some prominent radio hosts.

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    May 6, 2021
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  • Product R + D

    5 Philanthropic Giving Strategies for High-Net-Worth Clients

    by FIG Marketing April 9, 2025
    by FIG Marketing April 9, 2025

    Philanthropic giving for high-net-worth clients is integral to wealth strategies, but many times it can be overlooked. Here’s why philanthropy matters to HNW clients.

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  • Product R + D

    Asset Location and Tax Management Inside a Portfolio [Case Study]

    by FIG Marketing March 18, 2025
    by FIG Marketing March 18, 2025

    How does asset location mesh with tax management for a client’s portfolio? This case study takes a deeper look.

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