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    Product R + D

    8 Common Investment Mistakes to Avoid

    by FIG Marketing April 8, 2021
    written by FIG Marketing

    Updated September 7, 2023, at 11:40 AM

    The decade between 2009 to 2019 marked a ten-year market bull run. It was almost felt like investment mistakes disappeared for a while. What felt like an endlessly growing economy gave investors confidence and assurances that markets aren’t designed to provide. A global pandemic brought on a rude awakening in 2020.

    Historically speaking, 2020 was a relatively stable year despite the pandemic. It did, however, serve as a wake-up call to investors everywhere, reminding them that markets are inherently uncertain.

    Continue Reading
    April 8, 2021
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  • Product R + D

    What to Know: Regulatory Changes from AG 49-A & Section 7702

    by TJ Whalen April 1, 2021
    by TJ Whalen April 1, 2021

    Updated September 7, 2023, at 11:31 AM Of course, the first part of the title is the famous first line to one of the greatest stories ever written, A Tale of Two …

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  • Product R + D

    Should I Replace My Client’s Variable Annuity with an FIA?

    by James LeMay March 25, 2021
    by James LeMay March 25, 2021

    Updated September 6, 2023, at 10:29 PM You’ve had your initial consultation with a new client and in the discovery process, you’ve learned they own a variable annuity (VA). As part of …

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