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Products + Planning

    Products + Planning

    Care Planning: How AI and Family Involvement Work Hand-In-Hand

    by FIG Marketing November 17, 2025
    written by FIG Marketing

    In the five years since COVID-19 swept quickly through nursing homes, Americans’ desire to age in the comfort, privacy, and independence of their own homes has only grown stronger.

    In a recent survey, 82% preferred to reside at home as they age. However, a third have never considered how they’ll pay for that care.

    Even more striking, 83% said they haven’t taken any steps to plan for the possibility of needing care at all.

    That disconnect—clear preferences without a real plan—leaves families vulnerable. Clients risk losing the ability to choose how and where they receive care later in life, unless they begin discussing it now.

    Continue Reading
    November 17, 2025
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  • Products + Planning

    How to Talk Protected Income With Today’s Retirees

    by FIG Marketing October 9, 2025
    by FIG Marketing October 9, 2025

    With 11,400 Americans turning 65 daily, advisors must master protected income strategies now.

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  • Products + Planning

    What to Know About Trusts & IRAs Under the New RMD Rules

    by FIG Marketing October 2, 2025
    by FIG Marketing October 2, 2025

    Updated January 7, 2026, at 10:22 AM IRA beneficiaries face a new reality, with the IRS’s final required minimum distribution (RMD) regulations that came into force on January 1, 2025. These rules …

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