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life insurance

    Product R + D

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

    by FIG Marketing April 15, 2025
    written by FIG Marketing

    It wasn’t long ago when the words “artificial intelligence (AI)” were only associated with movies of sentient robots taking over the world. This was before most of us had any personal experience with AI in our daily lives; before the 2022 launch of ChatGPT catapulted AI to the top of headlines.

    Today, AI is impacting almost every industry in some capacity.

    Whether you’re excited about AI’s potential or sick of the media buzz, it doesn’t change that AI has arrived in the financial advisory landscape and is here to stay. The question is: How will you embrace it?

    Continue Reading
    April 15, 2025
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  • Product R + D

    Asset Location and Tax Management Inside a Portfolio [Case Study]

    by FIG Marketing March 18, 2025
    by FIG Marketing March 18, 2025

    How does asset location mesh with tax management for a client’s portfolio? This case study takes a deeper look.

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  • Product R + D

    Insure Your Love: How Life Insurance Can Secure Clients’ Futures

    by FIG Marketing February 18, 2025
    by FIG Marketing February 18, 2025

    “Insure your love” is more than just a motto, it’s a commitment to secure the financial futures of loved ones. Read on to see how life insurance plays that role.

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