This is an archive of various Linkedin Posts that we have done. This is a great resource to see the many different reports and research we can do with the help of your FMO! These ideas are meant to help you close more sales and help your clients FIA allocations.
DO WE HAVE A NEW FIA TREND STARTING?
TYPICAL FIA ALLOCATION THEORIES
A PERFORMANCE ANGLE FOR “BEST INTEREST”
BACK TO BASICS, THIS IS WHY FIA’s ROCK!
DON’T FORGET THE BENEFICIARIES!
FAVORABLE MARKET VALUE ADJUSTMENTS
SOLVE THE FIA ALLOCATION MYSTERY!