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    Marketing + Branding

    Client Relationship-Building: An Important Financial Advisor Skill

    by FIG Marketing May 3, 2019
    written by FIG Marketing

    It’s clear in today’s debt-centered economy that the role of an advisor is essential. And with that, client relationship-building is just as essential.

    Helping people become more aware of their habits in the area of finance is truly a worthy profession; however, giving financial advice is not just about being an expert in the money market.

    When you’re dealing with people and the tool (money) that defines their livelihood, it’s essential that you have the right skill set in place. To help yourself, you need to help your clients first.

    Continue Reading

    May 3, 2019
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  • Product R + D

    Use Fixed Indexed Annuities to Pay for Long-Term Care Insurance with This Tax-Efficient Strategy

    by Mark Stewart June 12, 2018
    by Mark Stewart June 12, 2018

    Clients are always looking to protect their futures. In the case of an unexpected long-term care event, the primary solution for their protection is long-term care insurance (LTCI). That doesn’t mean paying …

    5 FacebookTwitterPinterestEmail
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