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"life insurance"

    Product R + D

    4 Common Types of Trusts for Wealth Protection

    by FIG Marketing May 8, 2025
    written by FIG Marketing

    Trusts are pivotal tools in the estate planning toolkit, offering clients robust solutions to safeguard assets, minimize taxes, and preserve wealth across generations. As financial professionals, understanding and mastering trusts enhances your ability to guide clients effectively.

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    May 8, 2025
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  • Product R + D

    5 Philanthropic Giving Strategies for High-Net-Worth Clients

    by FIG Marketing April 9, 2025
    by FIG Marketing April 9, 2025

    Philanthropic giving for high-net-worth clients is integral to wealth strategies, but many times it can be overlooked. Here’s why philanthropy matters to HNW clients.

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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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