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Tag:

life insurance

    Product R + D

    Understanding Common Indexed Universal Life Insurance Fees and Charges

    by FIG Marketing May 28, 2025
    written by FIG Marketing

    Are you trying to understand the fees and charges associated with indexed universal life (IUL) insurance?

    You’re not alone.

    IULs are a popular type of permanent life insurance that provides a death benefit while allowing policyholders to accumulate cash value linked to a stock market index, such as the S&P 500.

    Continue Reading
    May 28, 2025
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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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  • Product R + D

    The AI Revolution: How New Technology is Reshaping Financial Planning & Insurance

    by FIG Marketing April 15, 2025
    by FIG Marketing April 15, 2025

    Discover how AI is transforming care planning for financial professionals, improving efficiency and client outcomes in the evolving financial landscape.

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FIG Marketing
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