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Tag:

life insurance

    Product R + D

    How to Overcome Top Client Objections in Financial Planning

    by FIG Marketing August 12, 2025
    written by FIG Marketing

    Your client says, “No thanks.”

    Now what?

    Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a rejection, it’s just the beginning of more meaningful dialogue. 

    Continue Reading
    August 12, 2025
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  • Product R + D

    Understanding Common Indexed Universal Life Insurance Fees and Charges

    by FIG Marketing May 28, 2025
    by FIG Marketing May 28, 2025

    How many charges and fees are there for indexed universal life (IUL) policies? Read up on common IUL expenses to be aware of.

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  • Product R + D

    Annuity Maximization in Action: A Real-Life Case Study for Tax-Free Legacy Planning

    by FIG Marketing April 30, 2025
    by FIG Marketing April 30, 2025

    What happens when clients have an annuity they’ll never fully spend? Unfortunately, those leftover funds often become a tax burden for beneficiaries. With an annuity maximization strategy, clients can provide their loved …

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