So long, 2020!
You will not be missed.
And clients undoubtedly feel the same.
Help them start fresh in the new year with this customizable infographic highlighting some financial resolutions for 2021 to consider.
![5 Financial Resolutions for 2021 [Client Infographic]](https://www.figmarketing.com/blog/wp-content/uploads/2020/12/BLOG-12.28.20-5FinancialRes-Hdr-1170x682.jpg)
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7 Steps to Implementing the Comprehensive Analysis & Review Program
When clients buy a life insurance policy, many view it as a set-it-and-forget-it product that’ll be there when they need it. And while that lends some truth in certain situations, it’s also…
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The Regulation Best Interest, or Reg BI, effective date was June 30, 2020. As financial professionals and advisors continue to dip their toes in the new compliance-laden waters, the question is still…