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A review can benefit your client.

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A review can enhance your relationship with your client.

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A review can help you uncover sales and referral opportunities.

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A review can set you apart from other financial professionals.

Introducing FIG's Comprehensive Review & Analysis program!

The primary purpose of the CAR Program is to provide you with the tools necessary to efficiently and effectively conduct a comprehensive client policy review. In addition, the CAR Program will provide:

• A review of current objectives and needs

• A summary of the existing in-force policy(ies)

• Type of policy, ownership, beneficiary designations and payment modes

• An assessment of the current medical underwriting

• An evaluation of interest rate changes and insurance cost changes

• Financial stability of the insurance company
Marketing Reimbursement
Income Planning Software
The Coached Program
Value Added Services
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