Team Martin

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

Nationwide Adds Annuity to Mini Long-Term Care Product Boom The firm is joining Genworth and Waterlily to help retirement savers cope with a major financial threat.

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!

The Future of Advisor Marketing

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. 🎧

Retirement Inside Out with Tom Lamendola: Cybercrime Defense for Advisors with Cybersecurity Expert Theresa Payton 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...

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

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