Team Martin

11/08/2025

ThinkAdvisor's recent article highlights some major updates coming to the care planning space, and FIG has two upcoming webinars that unpack these exact solutions!

Nationwide is stepping in with its first annuity-LTC hybrid solution that offers a 3% fixed crediting rate and benefits that can be used flexibly, even to pay family caregivers or fund care abroad.

New solutions are also coming from Genworth’s CareScout and Waterlily’s AI-driven planning platform, and the message is clear: The industry is innovating to help clients manage the cost of care, and FIG is at the forefront of these solutions for advisors.

Here are the upcoming webinars. Be sure to reserve your seat:

1️⃣ CareScout Care Assurance | Wed, Nov 5, 2:00 PM: https://bit.ly/4nb5PZ4
2️⃣ CareMatters Annuity | Wed, Nov 12, 2:00 PM: https://bit.ly/48vWwiI

The firm is joining Genworth and Waterlily to help retirement savers cope with a major financial threat.

11/05/2025

As advisors, we often discuss planning for the financial side of aging, but what about the human side?

is bridging that gap by reimagining what quality care really looks like. Their new platform and network bring families, care providers, and professionals together around one goal: ensuring aging isn't only safe, but also dignified, connected, and fulfilling.

💻 Highly recommend saving your seat for this free webinar on the 5th.

11/04/2025

We’ve all felt it lately: marketing costs are rising, and getting new clients isn’t as simple (or affordable) as it used to be.

That’s why I’m excited about FIG’s next Power-Up session with Tom Lamendola and our Advisor Marketing Team.

They’ll share practical, field-tested strategies to help you:
✅ Lower your client acquisition costs (CAC)
✅ Use data to refine your marketing ROI
✅ Build a smarter, multi-channel growth plan

This isn’t theory. It’s the same framework top advisors are using to turn marketing challenges into growth opportunities.

📅 Tuesday, Nov. 18 | 1:00 PM EST

⬇️ Save your seat!

11/03/2025

The care planning market is evolving fast, and the Nationwide CareMatters Annuity is one of the most exciting innovations I’ve seen this year.

It’s a cash-indemnity, asset-based LTC solution that gives advisors new ways to help clients protect against the costs of care, even when traditional underwriting or liquidity has been a barrier.

This exclusive session walks through the product design, benefits, and real-world strategies for repositioning non-qualified annuities into meaningful LTC protection.

If you work with clients approaching retirement—or simply want to elevate your care planning conversations—this is one you won’t want to miss.

Save your spot. 👇

11/01/2025

The One Big Beautiful Bill Act (OBBBA) that passed in July 2025, cements a permanent increase in the federal estate and gift tax exemption: $15 million per person and $30 million per married couple, beginning January 1, 2026.

What does this mean for your clients' estate plans?

Here are five tactics to explore. 👇

Product R + D The $15 Million Era: How OBBBA Rewrites Estate Planning in 2025 by FIG Marketing September 25, 2025 written by FIG Marketing September 25, 2025 817 Estate planning strategies just got a little more certain. For now. The One Big Beautiful Bill Act (OBBBA) that passed in July 2025, cemen...

10/29/2025

Cybercrime is evolving fast, and AI is only making things easier for cybercriminals.

In this Retirement Inside Out episode, cybersecurity expert and former White House CIO, Theresa Payton, breaks down how AI, deepfakes, and digital manipulation are reshaping client trust, and why cybersecurity is now a must-have part of every advisor’s value prop.

This is definitely worth a listen. 🎧

Theresa Payton isn’t just a leading expert in cybersecurity and AI; she was the first female CIO at the White House and is now CEO of In this episode, she joins Tom for a conversation about digital manipulation, cybersecurity threats, ethical tech, and the second edition of her book, From deepfake...

09/26/2025

“If we want our industry to thrive, we have to invest in the next generation of advisors today." FIG and FinServ Foundation are leading the efforts to ensure this happens. Check out the press release for details.

FIG NewsPress PRESS RELEASE: Financial Independence Group Commits to Multi-Year Partnership with FinServ Foundation to Advance NextGen Talent in Financial Services by FIG Marketing September 16, 2025 written by FIG Marketing September 16, 2025 344 PHILADELPHIA, Sept. 10, 2025 (GLOBE NEWSWIRE) – Fi...

09/20/2025

When you point out a gap in a client's financial plan, and they seem uninterested in finding a solution for it, it's usually a sign that they don't fully understand:

👉 The risks involved
👉 The benefits they could be missing out on
👉 The options available to them

This piece breaks down common objections to life insurance, annuities, care planning, and estate planning and how advisors can use data and empathy to turn those "no's" into opportunities for stronger plans.

Product R + D How to Overcome Top Client Objections in Financial Planning by FIG Marketing August 12, 2025 written by FIG Marketing August 12, 2025 711 Your client says, “No thanks.” Now what? Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a r...

09/19/2025

Mr. Wonderful may be a shark on TV, but he’s a beacon of clarity for small businesses in real life.🦈

We’re so thrilled to have THE Kevin O’Leary join us on stage at Symposium 2025 for a fireside chat about the current economy, tariffs, and the industry's future.

Want to hear him and our 30 other powerhouse speakers live at the event?

👉 Express interest today: https://bit.ly/3Jl2mZP

09/18/2025

Hiring is one of the hardest (and most important challenges in our industry, but having the right team is vital to growing your firm.

That's why I highly recommend attending this upcoming webinar to hear from Darren Varano, President and CEO of Grayling & Associates. He'll unpack strategies for:

✅ Retain top talent in a competitive market
✅ Structure your team for efficiency and scale
✅ How to become a true CEO of your business

Register to save your seat for Thursday, September 18, at 1:00 PM. 👇

09/16/2025

Nearly 50 million Gen Z adults are now part of the US workforce, and they're seeking financial guidance earlier than any other generation.

What's this generation interested in? Life insurance. While many see the need, they may not have the coverage—or enough of it—creating a powerful opportunity for advisors to step in, educate, and build long-term relationships.

This article breaks down what makes Gen Z different and how to target them with your marketing efforts.

Product R + D Gen Z Is Ready to Talk Life Insurance: How Advisors Can Respond by FIG Marketing September 4, 2025 written by FIG Marketing September 4, 2025 369 In the US, there are nearly 50 million Gen Z adults. Loop them in with Millennials, and this next generation of clients is quickly becoming....

08/27/2025

The future of financial services doesn’t wait, and neither should you.

That’s why the on October 20-22 is all about innovation, and it’s fitting that it takes place in Boston, a historic city built on bold ideas. ✨

From AI-driven technology and cybersecurity strategy to next-gen client experience tools, this event is packed with future-focused insights you can put to work immediately.

Ready to attend an event that helps you write your firm’s next chapter?

🔥 Express your interest today: https://bit.ly/3Jl2mZP