Financial Independence Group

Schechter Bootcamp is back! ?? Ready to sharpen your estate planning skills for high-net-worth clients? Marc Schechter's in-depth training gives you the tools, strategies, and confidence to navigate complex planning scenarios and present high-impact solutions. ?? May 1-2 | Birmingham, Michigan ?? Space is limited, so express interest today: https://bit.ly/SchechterBC #HNW #SchechterBootCamp

We’re thrilled to share that our very own Retirement Inside Out was on Million Podcasts' list of the Best 100 Financial Services Podcasts! ?? We want to thank our listeners and guests for making this podcast so impactful. We’ve got an exciting lineup in store this year—stay tuned! ?? In case you missed it, here’s the latest episode with Tom Lamendola and Mark Gaffney: https://bit.ly/4iBdIVX ??Explore the complete list of best podcasts here: https://bit.ly/4iPAfy4

Looks like luck was on our side today—we struck gold around the office! ?? Click through to see who found the lucky #StPatricksDay coins. ?? #FIGCulture

How can you help more clients unlock the power of zero taxes? Discover the Power of Zero Boot Camp, returning on April 16 in Chicago! ?? David McKnight will share his proven flagship presentation and five marketing strategies to help you guide clients toward a tax-free retirement. ? ??To learn more about this exclusive event, visit POZbootcamp.com. #PowerOfZero #TaxFreeRetirement

How can you boost your competitive edge to attract more #HNW clients? Mastering trusts is key. ?? Join experts David Henry, CLTC, and David Graham on Wednesday, March 19, as they break down advanced #EstatePlanning strategies in a simple, actionable way. Plus, once you register, you’ll also receive the free Estate Planning Playbook to get a head start on growing your trust knowledge. ???Sign up to grab your free playbook here: https://bit.ly/41vcGEX?

Giving back is part of who we are. ?? This week, our team came together to pack spring break lunches with Bags of Hope Lake Norman, ensuring local children have access to nutritious meals when school is out. A huge thank you to Bags of Hope for the incredible work they do every day! Looking forward to more opportunities to serve. ?? #CommunityImpact #GiveTheGIFT #FIGCulture

What does a thriving company culture look like? It looks like a team that supports, celebrates, and grows together.? We’re so grateful for the amazing people in our Family of Companies whose hard work and collaboration give us something to celebrate each year. Enjoy these highlights from our all-company meeting and party! ???? #FIGCulture?

What if all your policies were in one database and organized according to your workflow? Here’s what it could mean for you: 1?? More time added back into your day to focus on clients 2?? Easier identification of renewal and refinance opportunities to strengthen client plans If you’d like to explore how Lifecycle could help you streamline your policy management and review process, connect with us today: https://bit.ly/4kp8oqc #PolicyReviews #Fintech?

Outsource. Personalize. Scale. If you want to stand out from the crowd, Nicholas Ross is bringing helpful tips to the table in our latest podcast episode. Step into the CEO mindset, and tune in to learn how you can: ?? Cut through industry noise ?? Leverage data for personalized client relationships ?? Optimize operations by outsourcing key functions Find the full episode on your podcast app or listen on your desktop: https://bit.ly/RIO-Pod

Give a big round of applause for today’s #TeamMemberSpotlight, Laurie Gillmore. ?? Laurie’s positivity radiates throughout the office, and we’re so grateful to have her as the first friendly face we see each day. Thank you for all you do—and for the excellent dinner recommendation! ?? #FIGCulture #HappyFriday?