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FIG Marketing

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  • Product R + D
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    Why You Should Educate Clients on In-Service Withdrawals
    Marketing + Branding

    Why You Should Educate Clients on In-Service Withdrawals

    written by Justin Edwards

    Updated October, 16, 2020 at 3:08 PM

    Do you have clients who are still working?

    Is it possible that some of your clients still keep in touch with their former colleagues?

    Are there companies in your area that have or are conducting layoffs? What about making changes to their employees’ contribution plans?

    These are all reasons to consider an in-service withdrawal marketing campaign. Educating clients and consumers about this provision and its many benefits can be a very easy way to pick up additional sales and new clients. Below are some ways you can start your campaign.

    Continue Reading

    Updated October, 16, 2020 at 3:08 PM

    Do you have clients who are still working?

    Is it possible that some of your clients still keep in touch with their former colleagues?

    Are there companies in your area that have or are conducting layoffs? What about making changes to their employees’ contribution plans?

    These are all reasons to consider an in-service withdrawal marketing campaign. Educating clients and consumers about this provision and its many benefits can be a very easy way to pick up additional sales and new clients. Below are some ways you can start your campaign.

    Continue Reading

    Why You Should Educate Clients on In-Service Withdrawals was last modified: October 16th, 2020 by Justin Edwards
    August 17, 2020
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  • Product R + D

    How to Gain Client Interest in Annuities [Infographic]

    by Mark Stewart June 6, 2019

    Are your clients unsure of annuities? Want to know how to pique their interest in these income-producing products? The helpful tips below can increase your chances of closing more annuity business with…

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  • Product R + D

    Tax Breaks for Charitable Giving Have Disappeared – How Can You Help?

    by Chris Vance May 9, 2019

    Tax breaks for charitable giving are disappearing. But are they really? With the 2018 tax season now behind us, and many of your clients have found their annual charitable gifts got a…

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