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"high net worth"

    Product R + D

    Whole Life Insurance as an Asset Class: 10 Things to Consider

    by Josh Martin September 22, 2023
    written by Josh Martin

    Updated March 18, 2025, at 4:05 PM

    In today’s uncertain economic climate, investors are always looking for stable asset classes to safeguard their financial future. But one potential investment gem often goes overlooked.

    Whole life insurance is a type of permanent life insurance that provides coverage for the insured’s entire lifetime as long as premiums are paid. Additionally, whole life insurance builds cash value over time and offers both a death benefit and an investment component.

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    September 22, 2023
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  • Marketing + Branding

    5 Factors That Build Incredible Financial Advisor Seminars

    by Mark Stewart May 2, 2023
    by Mark Stewart May 2, 2023

    Financial advisor seminars are an effective avenue to build client relationships and attract new business prospects. Seminars—whether lunch, dinner, or other—allow advisors to showcase their expertise and demonstrate their value to potential …

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  • Marketing + Branding

    It’s All About the Wow: Mastering the Art of Public Speaking

    by FIG Marketing April 27, 2023
    by FIG Marketing April 27, 2023

    With effective public speaking strategies, you can establish yourself as a trustworthy expert and communicate your value proposition with confidence and clarity. Picture this: you’re presenting to a room of potential clients, …

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