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FIG Marketing

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

    5 Reasons You Should Use Quinci Powered by SIMON [Wealth Management Platform]
    Business DevelopmentProduct R + D

    5 Reasons You Should Use Quinci Powered by SIMON [Wealth Management Platform]

    written by Mark Stewart

    Many digital wealth management platforms exist for financial professionals in today’s fintech landscape.

    The problem is, most options only aim to solve a single problem, or perhaps a few problems. Some focus on insurance only, and some on investments only.

    But as the insurance and investment spaces continue to converge, more than ever there’s a need for a single platform that allows financial professionals to manage all their product lines in one platform.

    Quinci™ powered by SIMON fulfills this need.

    Continue Reading
    5 Reasons You Should Use Quinci Powered by SIMON [Wealth Management Platform] was last modified: November 1st, 2022 by Mark Stewart
    October 12, 2022
    1 LinkedIn Facebook Twitter
  • Product R + D

    Succession Planning for Family Business: Estate Equalization [Using Life Insurance]

    by Dave Henry September 28, 2022

    Succession planning for a family business is often top-of-mind for business-owning clients as they near retirement. And for good reason. Family business succession plans are vital not only to your client, but…

    4 LinkedIn Facebook Twitter
  • Product R + D

    Asset Location & Tax Management Inside a Portfolio [Ideal Clients, Selling Points, & Case Study]

    by FIG Marketing September 22, 2022

    What is asset location and how is it a part of tax management within a portfolio? Sure, everyone’s heard of asset allocation in a portfolio. Asset allocation is simply the risk management…

    3 LinkedIn Facebook Twitter
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