FIG Marketing
  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events

FIG Marketing

  • Product R + D
  • Marketing + Branding
  • Business Development
  • FIG News
    • Press
    • Community Relations
    • Events
Tag:

Case study

    Solving for Aviation Risk & Premium Finance [Case Study]
    Product R + D

    Solving for Aviation Risk & Premium Finance [Case Study]

    written by TJ Whalen

    Updated July 27, 2022, at 4:15 PM

    This case study puts a magnifying glass on premium financing for an ultra-high-net-worth (UHNW) individual who has a unique aviation risk.

    Read the full case study below or download the PDF version here.

    Continue Reading
    Solving for Aviation Risk & Premium Finance [Case Study] was last modified: July 27th, 2022 by TJ Whalen
    April 28, 2022
    11 LinkedIn Facebook Twitter
  • Product R + D

    Should I Replace My Client’s Variable Annuity with an FIA?

    by James LeMay March 25, 2021

    Updated March 18, 2022, at 3:15 PM You’ve had your initial consultation with a new client and in the discovery process, you’ve learned they own a variable annuity (VA). As part of…

    5 LinkedIn Facebook Twitter
  • Product R + D

    Long-Term Care for Younger Clients

    by Alecia Barnette November 5, 2020

    Updated April 22, 2022, at 3:46 PM Have you heard the old saying, “You’ve never been younger and healthier than you are now?” It’s true! When it comes to long-term care (LTC),…

    10 LinkedIn Facebook Twitter
  • 1
  • 2
  • 3

Connect With Us

Facebook Twitter Instagram Linkedin Youtube Spotify

Subscribe To Stay Updated

Enter your email to get notified of new posts.


Thank you for subscribing!

retirement inside out podcast side ad

quinci powered by simon side ad

financial independence group GIFT initiative donor-advised fund side ad

Popular Posts

  • AG 49-B & Life Insurance Illustrations: What You Need to Know
  • What are the Charges Deducted from Indexed Universal Life Policies? [Infographic]
  • A Look at IUL Fees, Costs, & Illustration Manipulation
  • Client Segmentation for Wealth Management Firms [Tips to Get Started]
  • Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study]
  • Client Segmentation for Financial Advisors [Tips & Examples]
  • FILA vs. RILA: Where Do They Fit in a Portfolio?
  • 4 Steps to Naming a Financial Services Company

Post Topics

advisor marketing annuities Annuity Annuity Awareness Month branding business consulting Business Development business management business tips Care Planning Case study client communication Client Relations client relationships compliance Digital marketing DOL financial advisors Financial Independence Group fintech Fixed indexed Annuities Indexed Universal Life infographic Investment and securities IUL life insurance Life Insurance Awareness Month Life Insurance Policy review Long term care Long Term Care Insurance LTC LTC Awareness Month marketing strategies marketing tips Press Release prospecting recruiting Retirement sales idea Sales tips social media surge Surge Business Consulting Technology website
  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube
  • Spotify
Footer Logo

(800) 527-1155
FIGMarketing.com
Empowering Financial Professionals™

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2023 Financial Independence Group, LLC. All Rights Reserved.


Back To Top