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

FIG Marketing

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

DOL

    DOL creates Life and LTC opportunities
    Business Development

    DOL creates Life and LTC opportunities

    written by Shawn Sigler

    As we continue to dig into the recent DOL ruling and as we continue to provide you with resources to navigate its implications, I wanted to share a few opportunities I see with the change.  As you know, at FIG we are fiercely independent, objective and holistic in our approach to helping you and your clients protect their hard-earned nest eggs.  We feel that the more holistic an advisor can be in making recommendations and solving client issues, the more opportunity for success an advisor may have, but more importantly, the more they become a fiduciary on behalf of their client.  For example, what is more fiduciary than creating a plan to protect a client’s retirement in the event of a long-term care event?  If you haven’t made this recommendation, are you acting in your client’s best interest?  Or, when dealing with clients in higher income tax brackets, if you’re not discussing alternative ways to generate tax-free income to them or their beneficiaries, are you really acting as a fiduciary?  I submit to you that the more holistic your approach is, the better you can navigate the post-DOL era.

    Continue Reading
    DOL creates Life and LTC opportunities was last modified: December 17th, 2018 by Shawn Sigler
    June 5, 2016
    4 LinkedIn Facebook Twitter
  • 1
  • 2
  • 3

FIG Marketing ElevateU Charlotte - June 2022

quinci powered by simon side ad

Keep in touch

Facebook Twitter Instagram Linkedin Youtube

BLUEPRINT SUBSCRIPTION

Enter your email address below to subscribe to this blog and receive notifications of new posts.


Thank you for subscribing!

Suggested just for you

  • What are the Charges Deducted from Indexed Universal Life Policies? [Infographic]
  • 23 Crucial Years & 10 Birthdays That Impact Retirement Income
  • A Look at IUL Fees, Costs, & Illustration Manipulation
  • The 4 R's of Managing a Successful Business
  • PRESS RELEASE: Barnabas Capital Announces Head of Structured Products
  • IUL vs. GUL: Which Makes the Most Sense?
  • 4 Steps to Naming a Financial Services Company
  • The Emergence of the Fixed Index-Linked Annuity (FILA)

retirement inside out side ad

financial independence group GIFT initiative donor-advised fund side ad

Tags

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 index-linked annuity Fixed indexed Annuities infographic Investment and securities IUL life insurance Life Insurance Awareness Month 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 talent solutions Technology website
  • Facebook
  • Twitter
  • Instagram
  • Linkedin
  • Youtube

1-800-527-1155
Our Products Are Strong, But Our Strength Is In Our People.®

Privacy Policy | Terms of Use | Mobile App Privacy Statement

© 2022 Financial Independence Group, LLC. All Rights Reserved.


Back To Top
Subscribe to the FIG Blueprint

Enter your email address below to receive content as soon as it comes out.

Thank you for subscribing!