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"life insurance"

    Product R + D

    Annuities & Peace of Mind [Ibbotson FIA Whitepaper]

    by Walker Ham June 4, 2019
    written by Walker Ham

    In the olden days, many advisors would shutter at the word, “annuity.” And if your clients were to Google the term, they’d find all kinds of information about how bad annuities are. And don’t even get me started on all the advertisements from Fisher Investments.

    However, over the past few years annuities have started to get a little shine to them. They’ve become a good option for some retirees to consider as part of their retirement portfolio. Especially in the indexed annuity space.

    Continue Reading
    June 4, 2019
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  • Marketing + Branding

    Advisor Marketing: Expert Round-Up

    by FIG Marketing January 8, 2019
    by FIG Marketing January 8, 2019

    Updated September 6, 2023, at 7:05 PM Change is inevitable. And this year, that change might be more prevalent than ever for financial professional marketing strategies. To get you ready for what’s …

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  • Product R + D

    Starting The Long-Term Care Conversation [Infographic]

    by Mark Stewart November 26, 2018
    by Mark Stewart November 26, 2018

    Long-term care (LTC) conversations need to be a part of your client meetings. Maybe you believe they don’t want to hear it, or perhaps you’re reserved in conveying the need. But the …

    6 FacebookTwitterPinterestEmail
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