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"long term care"

    Product R + D

    Fixed Insurance in Financial Planning

    by FIG Marketing January 22, 2020
    written by FIG Marketing

    Updated April 11, 2024, at 8:42 AM

    Tragedy and triumph in clients’ lives can be monumental and life-altering. This article alerts you to three dangerous planning mistakes—and issues that are too-often ignored or treated simplistically—resulting in disaster:

    • Failing to plan ahead at all or no formal analysis of the six financial planning areas:
    1. Current position including cash, budget, and goals
    2. Risk management including loss exposures and consequences
    3. Accumulation planning including investment posture tailored to each goal
    4. Tax strategies and hedging against tax changes
    5. Retirement planning including income, risk, tax & investment strategies for this goal
    6. Estate planning including legal arrangements for incompetency during life
    • When clients take a “do it yourself” (DIY) approach
    • Using financial professionals whose focus is primarily on areas 3-6
    Continue Reading
    January 22, 2020
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  • Product R + D

    Finding the Right Indexed Universal Life Insurance Policy

    by FIG Marketing September 10, 2019
    by FIG Marketing September 10, 2019

    Updated August 7, 2024, at 12:53 PM How do you find the right indexed universal life insurance policy for a client? Much is said about the indexed universal life insurance policy and …

    11 FacebookTwitterPinterestEmail
  • Product R + D

    When I’m 64: Guidance for Life Insurance in or Near Retirement

    by Chris Kite September 6, 2019
    by Chris Kite September 6, 2019

    Updated September 6, 2023, at 11:31 AM “Will you still need me? Will you still feed me when I’m 64?” These Beatles lyrics are good questions when illustrating life insurance or implementing …

    8 FacebookTwitterPinterestEmail
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