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Product R + D

    Product R + D

    Not All Insurance Policy Reviews Are Created Equal

    by Josh Martin September 1, 2018
    written by Josh Martin

    Social media is a wonderful thing! That said, I never cease to be amazed at the power of public opinion and how influential places like Facebook groups can be in creating groupthink or slice-and-dice, digital pile-on criticism. If you’re a part of any community group, advisor forum, etc., you’ve probably seen the tremendous outpouring of assistance offered when a question is posed to the group at large.

    Social can also be an incredibly helpful tool to help create awareness for product and services, too! Let me explain: Recently, I offered to help a fee-only financial advisor who was searching for assistance in reviewing an old variable universal life insurance policy (VUL) in a Facebook thread.

    Continue Reading
    September 1, 2018
    11 FacebookTwitterPinterestEmail
  • Product R + D

    Bridge the Retirement Income Gap

    by Chris Vance June 19, 2018
    by Chris Vance June 19, 2018

    Updated September 4, 2023, at 2:59 PM Today, fewer retirees are covered by traditional pension plans, which places a big burden on retirees to fund their retirement with income from personal savings …

    12 FacebookTwitterPinterestEmail
  • Product R + D

    Use Fixed Indexed Annuities to Pay for Long-Term Care Insurance with This Tax-Efficient Strategy

    by Mark Stewart June 12, 2018
    by Mark Stewart June 12, 2018

    Clients are always looking to protect their futures. In the case of an unexpected long-term care event, the primary solution for their protection is long-term care insurance (LTCI). That doesn’t mean paying …

    5 FacebookTwitterPinterestEmail
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FIG Marketing
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