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"long term care"

    Product R + D

    Annuities Help Protect Against Longevity Risk

    by James Nguyen June 18, 2019
    written by James Nguyen

    Updated June 7, 2024, at 3:31 PM

    Every day, technology brings innovation across different areas such as communication, energy, medical, and more. We see it on the news across television, computers, and our social media feeds.

    These advances are reshaping society in how we function and how we live, which radically improves our standards of living. In this age, retirees face a new dilemma.

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    June 18, 2019
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  • Product R + D

    The Financial Advisor’s 2026 Tax Planning Guide: 7 Core Conversations

    by FIG Marketing February 4, 2026
    by FIG Marketing February 4, 2026

    Tax planning is no longer optional. Learn the seven most important tax planning conversations advisors should be having in 2026—covering income, estate, retirement, and legacy planning.

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  • Business Development

    How to Build an Advisory Practice That Lasts: 50 Years of Insight

    by FIG Marketing January 21, 2026
    by FIG Marketing January 21, 2026

    We’re a leader in the IMO/FMO space, with over 50 years in business. Here are our tips to make your financial advisory practice last.

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