FMG Customer Suggestions

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.

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

not happy that the pre-written email by FMG titled "Blessed to Work With You" from the content library has just about the same content as last year. Would like to see this updated with different content

within the content area, especially cards, instead of having to click a link to view the card, provide a thumbnail of what the front of the card looks like to streamline the choosing of a card... Would save a lot of time on our end

It would be nice to have the ability to create our own closing on the automated birthday card that more fits out style. It could be the same for all just personal to us. Additionally, could choose the card as we have multiple generations sometimes. MarketingPRO used to have this ability. I do use the manual card sending as a work around for now.

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