Cornelius, NC – October 12, 2021 – Financial Independence Group, LLC (FIG), a leading financial services conglomerate working with independent financial advisors specializing in annuities, long-term care, and life insurance products, has entered a strategic discount partnership with the scalable cloud-based tax planning software company, Holistiplan.
Updated September 25, 2023, at 3:45 PM With the proliferation of fintech innovation, advisors have hundreds of thousands of digital tools and services at their disposal to automate tasks, build financial plans, …
This guide is intended to help you prepare clients and assist with the unfinished paperwork and decisions that need to happen after the death of a loved one. The information and suggestions …