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"life insurance"

    Product R + D

    The Evolution of Life Insurance in the 21st Century

    by TJ Whalen August 24, 2016
    written by TJ Whalen

    Updated on October 9, 2019, at 11:48 AM

    With almost 20 years in the life insurance department with Financial Independence Group, I’ve seen the good, the bad, and the ugly when it comes to the life insurance industry.

    Over the years, I’ve seen the industry transition through advanced technology, product innovations, and improvements in the underwriting process. Each piece helps provide more support to independent financial professeionals as they protect their client’s future.

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    August 24, 2016
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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
    by FIG Marketing April 30, 2025

    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 …

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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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