Unlocking hidden AUM: Prospecting from within your client base
March 2025
How savvy advisors can effectively prospect within their own books of business.
Don’t Need That IRA For Retirement? Here’s What You Can Do With It Instead
September 2024
Under the current rules, their two adult children will have to withdraw the IRA funds within 10 years of their parents’ passing, likely during their peak earning years, which could lead to a heavy tax hit. This can mean up to 40% in taxes
An Irrevocable Gift To A Trust Does Not Eliminate Taxation
Dec 2022
When it comes to your financial legacy, business owners and executives who accumulate a significant amount of their net worth in their company’s stock rely on the current tax law stating that the basis in assets left to heirs is “stepped up” at death, to the fair market value as of the date of death.
Considerations For Financial And Estate Planning Professionals Who Work With Blended Families
April 2023
There are several estate planning options advisors can guide blended families on to ensure the outcome is as they intended and that every family member is included.
How To Lower Your Tax Bracket In Retirement (Part 2): Adding The Sale Of A Business
March 2021
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.
FSG and Foritfy Insurance Group Join Forces
January 2021
Financial Strategies Group, LLP (FSG), a full-service insurance general agency catering to the high-end life insurance market.
How to Leverage Old Annuities to Provide More for Your Heirs
August 2020
FSG, offers opportunities to leverage previously purchased annuities to give greater, fully guaranteed funds to heirs.
FSG attracting High Producing Life insurance Specialists
June 2020
FSG, a full-service insurance general agency (GA) catering to the high-end life insurance market, has expanded operations to allow more top-producing sales professionals to join the prestigious firm.
How To Lower Your Tax Bracket In Retirement
June 2020
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.
FSG Acquires Five of the Top Eight Wells Fargo Advisors
November 2019
FSG has partnered with five of Wells Fargo’s top eight estate planning and life insurance specialists.