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"FILA"

    Fixed Index-Linked Annuities Can Be a Safe Harbor
    Product R + D

    Fixed Index-Linked Annuities Can Be a Safe Harbor

    written by Bobby Samuelson

    Ever since the advent of fixed indexed annuities (FIAs), there’s been speculation about whether or not the product category should be a security or a fixed insurance product.

    Both sides of the argument have merit.

    On one hand, FIA products don’t expose the client to any loss of principal and, therefore, don’t have any classically defined investment risk. As such, they should be classified exclusively as insurance products.

    Continue Reading
    January 6, 2022
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  • Product R + D

    F&G Trailsetter℠ & The Future of Life Insurance Compensation

    by Bobby Samuelson December 16, 2021

    Traditionally, retail life insurance products have paid compensation primarily in the first policy year, and for good reason. Life insurance is hard to sell. The underwriting process is cumbersome and takes time.…

    5 LinkedIn Facebook Twitter
  • Business DevelopmentMarketing + Branding

    Tips to Get Compelling Client Testimonials Under the SEC Ad Rule

    by Mark Stewart August 17, 2021

    Pop quiz: What percentage of consumers respect online testimonials as much as personal recommendations from their friends or family? That answer is 88%.1 And what percentage of consumers act only after reading…

    1 LinkedIn Facebook Twitter
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FIG Marketing ElevateU Charlotte - June 2022

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