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"life insurance"

    Products + Planning

    How Are Social Security Benefits Calculated?

    by Hamilton Morales February 15, 2023
    written by Hamilton Morales

    Let’s unpack how Social Security benefits are calculated. The more I speak on Social Security, the more I realize that nobody really understands how the Social Security Administration (SSA) comes up with the numbers for the benefits provided. 

    I put this piece together to unpack precisely how the SSA calculates the full retirement age (FRA) benefit amount referred to as primary insurance amount (PIA).

    Continue Reading
    February 15, 2023
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  • Marketing + Branding

    5 Ways to Build a Customer Experience Strategy

    by FIG Marketing January 31, 2023
    by FIG Marketing January 31, 2023

    Scale your business, build relationships with your clients, and create lasting partnerships by developing a solid customer experience strategy. A client’s experience is all about perception. Even in everyday situations, such as …

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  • Products + Planning

    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts

    by FIG Marketing January 25, 2023
    by FIG Marketing January 25, 2023

    President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022. Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 …

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FIG Marketing
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