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    tips for protecting client information blog image header
    Business Development

    7 Tips for Protecting Client Data [Infographic]

    by Mark Stewart October 10, 2019
    written by Mark Stewart

    Having client information is important. Protecting client information, well, that’s even more important. Because as you’ve probably noticed, cybersecurity is a major priority in the industry today.

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    October 10, 2019
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  • Product R + D

    Two Main Issues with The Life Insurance Underwriting Process

    by FIG Marketing September 24, 2018
    by FIG Marketing September 24, 2018

    Updated September 6, 2023, at 4:28 PM One of the main reasons some of my private clients hate offering life insurance to their clients is that they don’t want to put their …

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  • Marketing + Branding

    How to Make a Great Client Event [4 Simple Client Event Tips to Remember]

    by Monica Breeding June 20, 2016
    by Monica Breeding June 20, 2016

    Updated October 2, 2023, at 3:10 PM There’s a lot to consider when planning an event.  The venue, entertainment, food selection and service are all key components that you want to make …

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