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    Product R + D

    Annuity Maximization in Action: A Real-Life Case Study for Tax-Free Legacy Planning

    by FIG Marketing April 30, 2025
    written by FIG Marketing

    What happens when clients have an annuity they’ll never fully spend?

    Unfortunately, those leftover funds often become a tax burden for beneficiaries.

    With an annuity maximization strategy, clients can provide their loved ones with a tax-free death benefit by converting an unneeded annuity into a life insurance policy. However, many don’t realize this is an option.

    Continue Reading
    April 30, 2025
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  • Business Development

    Why Financial Literacy Is Declining—And How Financial Professionals Can Help

    by FIG Marketing April 16, 2025
    by FIG Marketing April 16, 2025

    The decline in financial literacy presents both a challenge and an opportunity for financial professionals. Here’s how to help clients achieve financial security.

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  • Product R + D

    The AI Revolution: How New Technology is Reshaping Financial Planning & Insurance

    by FIG Marketing April 15, 2025
    by FIG Marketing April 15, 2025

    Discover how AI is transforming care planning for financial professionals, improving efficiency and client outcomes in the evolving financial landscape.

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FIG Marketing
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