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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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  • 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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  • Product R + D

    Roth Catch-Up Contributions in 2026: An Advisor’s Guide to the New Rules

    by FIG Marketing January 7, 2026
    by FIG Marketing January 7, 2026

    Beginning January 1, 2026, certain higher-income retirement plan participants who make catch-up contributions will generally need to make those catch-up contributions as Roth (after-tax) rather than pre-tax. Now’s the time to identify …

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