FMG Customer Suggestions

would like the ability to be able to share the Can I Refinance? calculator on social media.

Message from client: I found a simple video within FMG regarding a digital estate. I am sending an article I found when researching digital estates. I think it would be great if FMG would create some type of "How-to" that we could provide to clients and prospects regarding the digital estate. It would be great item to take on appointments when I conduct a Beneficiary and Estate Document review. It would be even more valuable if the document could be personally branded. https://portfoliopilot.com/estate-planning/resources/how-to-create-a-digital-estate-plan

I found the attached pdf on the web. I would like to use something similar to send to my 403b clients. Their 403b plan just opened the Roth option.

Client has been reviewing web content articles. They noticed some of the articles cite sources that are three or more years old. They would like this to be updated with more recent sources.

... is described as 'reverent' in the campaign description. It would be great if this were less vaugue, and as the actual message sent mentions the birth of Jesus. Perhaps replace 'reverent' with 'Christian'?

If a client missed contribution in 2026 for their IRA's like Traditional or Roth, they can still contribute in the current year as a previous year contributions. They have till tax day to get it done.

In the list of Content, please show which I've already used. Otherwise, I have to figure out a system to keep track and keep going back and forth! Thank you!

Add date to article pieces for our reference within the content library, so we know when it was created or last updated.

Would like to see content from FMG in content library in regards to the latest Governor Pritzker Signs Bill Expanding End-of-Life Options for Terminally Ill Patients