Strategic partnerships Leverage FIG Institutional's existing and recent partnerships with FinServ Foundation, Power of Zero, and Global Atlantic to introduce complementary services such as cybersecurity risk assessments, tax-efficient product training, and cross-sell of retirement planning solutions to financial professionals and institutions.

Expansion potential Target banks, credit unions, and broker-dealers connected to FIG’s distribution network for expanded annuity, life insurance, and long-term care offerings, highlighting volume discounts, training programs, and co-branded marketing to accelerate adoption.

Tech enablement Offer scalable digital sales enablement and client onboarding tools compatible with FIG’s tech stack (BILL, Wix, Google Fonts API, Python) to improve time-to-market for new products, automate compliance checks, and enhance advisor experiences.

Security focus Capitalize on the alliance with cybersecurity partners (CISO Global through CAGI) to position FIG as a security-forward distributor, offering integrated cybersecurity posture assessments and insured cyber risk cover as value-adds for clients handling sensitive financial data.

Financial scale Position opportunities around FIG’s sizable revenue band and mid-market footprint (100M–250M revenue) to present premium-tier consortium or programmatic distribution deals, targeting larger independent advisors and regional broker-dealers seeking broader product access and enhanced support.