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Tag:

life insurance

    Product R + D

    Fixed Insurance in Financial Planning

    by FIG Marketing January 22, 2020
    written by FIG Marketing

    Updated April 11, 2024, at 8:42 AM

    Tragedy and triumph in clients’ lives can be monumental and life-altering. This article alerts you to three dangerous planning mistakes—and issues that are too-often ignored or treated simplistically—resulting in disaster:

    • Failing to plan ahead at all or no formal analysis of the six financial planning areas:
    1. Current position including cash, budget, and goals
    2. Risk management including loss exposures and consequences
    3. Accumulation planning including investment posture tailored to each goal
    4. Tax strategies and hedging against tax changes
    5. Retirement planning including income, risk, tax & investment strategies for this goal
    6. Estate planning including legal arrangements for incompetency during life
    • When clients take a “do it yourself” (DIY) approach
    • Using financial professionals whose focus is primarily on areas 3-6
    Continue Reading
    January 22, 2020
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  • Product R + D

    What’s the Best Long-Term Care Insurance Solution? [Infographic]

    by Alecia Barnette November 7, 2019
    by Alecia Barnette November 7, 2019

    Updated November 14, 2023, at 1:26 PM It seems like every day the question is asked by financial professionals… “What’s the best long-term care insurance solution?” And while it’d be nice to …

    3 FacebookTwitterPinterestEmail
  • Product R + D

    3 Main Factors for Life Insurance Cover Letters [Infographic]

    by Mark Stewart September 27, 2019
    by Mark Stewart September 27, 2019

    Updated August 7, 2024, at 4:21 PM Are life insurance cover letters needed for every client situation? The short answer is no. But if you’ve been in the business for even a …

    3 FacebookTwitterPinterestEmail
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