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Client Education

    Product R + D

    2025 Medicare Open Enrollment: What Financial Professionals Need to Know

    by Rebecca Pirrie October 8, 2024
    written by Rebecca Pirrie

    Updated October 16, 2024, at 10:43 AM

    It’s that time of year again: Medicare Open Enrollment begins on October 15 and ends on December 7, bookending a period in time when eligible individuals must sort through the influx of Medicare information to make their big decision for coverage beginning January 1, 2025.

    Recent studies show that 63% of people feel overwhelmed by Medicare advertising, and only 31% feel confident in making effective selection decisions.

    Continue Reading
    October 8, 2024
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  • Marketing + Branding

    Empowering Your Clients: 6 Tips to Take on Financial Literacy Month

    by FIG Marketing April 15, 2024
    by FIG Marketing April 15, 2024

    Explore six essential strategies crafted to empower and guide clients toward a brighter financial future through tailored education, interactive engagement, and ongoing support.

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  • Business Development

    3 Things Financial Clients Need

    by Surge Business Consulting January 2, 2018
    by Surge Business Consulting January 2, 2018

    Financial clients are unique, but they all need similar commitments from their financial advisors. Dive into three things every client needs.

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FIG Marketing
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