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infographic

    comprehensive analysis and review program - fig marketing life insurance policy reviews
    Product R + D

    7 Steps to Complete a Life Insurance Policy Review [CAR Program Infographic]

    by Mark Stewart August 31, 2022
    written by Mark Stewart

    Updated August 7, 2024, at 3:10 PM

    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 worth noting how much life—and life insurance needs—can change over time.

    That’s why it’s imperative to conduct life insurance policy reviews regularly.

    Continue Reading
    August 31, 2022
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  • Business Development

    13 Questions Advisors Should Prepare to Answer [Infographic]

    by Mark Stewart March 1, 2022
    by Mark Stewart March 1, 2022

    Updated September 23, 2023, at 3:16 PM Today’s prospects and clients expect more from their financial professionals. They’re more curious. More informed. Even more demanding. So when it comes to your events, …

    10 FacebookTwitterPinterestEmail
  • Business Development

    How Retirement Outlooks Differ for Retirees & Pre-Retirees [Infographic]

    by Mark Stewart September 15, 2021
    by Mark Stewart September 15, 2021

    Updated March 11, 2024, at 10:28 AM Pre-retirees and retirees seem to have totally different outlooks on retirement and how they perceive their given situations. The data shown in the infographic below …

    11 FacebookTwitterPinterestEmail
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