66 episodes

Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

Retirement Inside Out Financial Independence Group

    • Business
    • 4.7 • 12 Ratings

Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

    Ep 66: Holistic Planning with FIG’s Senior VP of Care Planning Alecia Barnette

    Ep 66: Holistic Planning with FIG’s Senior VP of Care Planning Alecia Barnette

    Over the past two years, life insurance and long-term care insurance have been growing at a rapid pace. On today’s episode, Alecia Barnette, FIG’s Senior Vice President of Care Planning, joins us to discuss the growing role long-term care is playing in financial and retirement planning. With not a lot of departments offering such services, Alecia is changing the field with FIG’s Care Planning team.
     
    With a record start to the year, Alecia helps advisors serve the growing needs of their clients, while also staying up to date on trends in long-term care. We are going to break down trends in the market, product innovation, and how she’s helping advisors implement a holistic financial plan that covers health issues on today's show.
     
    More about Alecia and her team: https://www.figmarketing.com/#!/ProductRD/Alecia-Barnette
     
    Listen for these key points: 
    2:05 – Welcome Alecia!
    6:18 – How to start implementing long term care
    9:04 – Business model protection
    10:07 – What is the monthly cost?
    11:00 – Why are people more aware?
    13:17 – The cost is going to go up
    14:22 – Working with Alecia
    15:55 – Long term care planning workshops
    18:09 – Making advisors and clients aware of their options
    20:14 – Reach out if you have questions!

    • 22 min
    Ep 65: How Barnabas Capital Supports and Engages Advisors

    Ep 65: How Barnabas Capital Supports and Engages Advisors

    Today we’ll move outside of the FIG framework and moves more into variable, registered, and structured products with our partners at Barnabas Capital. We asked our friends Joe Powell, President, and Josh Lewis, Head of Structured Products, to join us to take us inside their business and what they offer.
     
    This should be a highly educational episode for advisors who want to learn more about the different asset classes available and the lines of business they provide. Plus, they’ll tell us how they help breakaways make that breakaway a little smoother and more seamless.
     
    Learn more about Barnabas Capital: https://barnabascapital.com/ 
     
    Listen for these key points: 
    2:15 – Who is Barnabas Capital?
    5:35 – Market update
    9:49 – Structured products
    13:55 – How Barnabas engages with advisors
    16:45 – How products are made available
    20:03 – Their credentials
    21:50 – Limited downside and asset protection
    22:52 – Advisors moving towards independence
    26:06 – Technology partners
    27:07 – Final thoughts

    • 29 min
    Ep 64: New Products and Trends in Life Insurance with Dave Henry

    Ep 64: New Products and Trends in Life Insurance with Dave Henry

    Over the past two years, life insurance sales and therefore the evolution of the product has skyrocketed. On today’s episode, FIG’s Executive Vice President of Life Insurance, Dave Henry, joins us to unpack new product concepts and the industry’s shift into solution-based services.
    With different regulations coming into place, carriers are able to be more flexible with their product design leading to new market trends. One such trend is a resurgence in whole life policies. These new regulations are leading to creative product design from carriers that offer retail clients a new perspective on life insurance. Bringing life insurance inside of your business provides clients with a one-stop-shop with a thorough understanding of their lives and finances. Join us as we break down the newest trends in life insurance and how these trends impact advisors, insurance agents, and clients alike.
     
    Key Points: 
    4:23 – What kind of market trends are we seeing?
    7:24 – What is index universal life?
    12:38 – Having a one-stop shop with life insurance
    15:44 – 5,000 baby boomers pass away every day
    19:29 – CAR tool used by advisors
    22:58 – Average policy holder ages and marketing
    26:02 – Cost of life insurance is never going to be lower

    • 30 min
    Ep 63: FIG’s Quinci Platform with COO Arron Price

    Ep 63: FIG’s Quinci Platform with COO Arron Price

    Welcome back to our monthly discussion with FIG COO, Arron Price. We’re going to break down FIG’s Quinci Platform, the industry’s first end-to-end insurance, and registered products planning system. Launched in July of 2021, we’ve continued to integrate this application to help agents and advisors get contracted and educated.
    Quinci pulls in all things contracting, carrier appointments, education, insurance planning, and registered products through partnerships. These technological solutions are driving advisors to integrate efficient tools within their business making their lives and their clients’ lives easier. Join us today as we explore the highlights of Quinci and other technological innovations coming out of FIG.
     
    Key Points: 
    3:33 – The industry’s first end-to-end application
    8:07 – Some of the biggest highlights
    10:14 – Being ahead of the game
    12:36 – The feedback we are hearing
    15:52 – Never losing our human element
    18:50 – Empowering financial professionals
    20:55 – Using Quinci in your business
    23:14 – Annuity and insurance division
    25:25 – Using your team at FIG

    • 32 min
    Ep 62: Hiring Team Members and Finding Talent with Lori Miller

    Ep 62: Hiring Team Members and Finding Talent with Lori Miller

    Finding and retaining talent isn’t as easy as it used to be. 47 million Americans resigned last year, looking for new opportunities. On today’s episode the Vice President of Talent Solutions at FIG, Lori Miller joins us to discuss recruiting, employment trends, and more. Talent Solutions helps FIG firms and advisors hire all positions, educating them on company culture and team cohesiveness in this competitive employment market.
     
    The Great Resignation over the past months is very real and it’s impacting advisors searching to grow their team. People are looking at their options, considering more than just wages. Competition between companies for talent is increasing tremendously. So, how can you stand out to potential employees and ensure your team is taken care of? Join us today as Lori takes a deep dive into the employee market and the trends she is seeing when it comes to hiring.
     
     
    More about Talent Solutions: https://www.figmarketing.com/#!/TalentSolutions
     
    Key Points: 
    2:16 – Welcome Lori Miller!
    4:48 – What is she seeing in the market
    6:56 – Competing with other companies
    8:48 – Offering other benefits
    9:44 – The market is moving quickly
    11:04 – Mindset of a hiring manager
    12:59 – Be prepared for counteroffers
    14:47 – The benefits of a recruiter
    17:15 – Empowering financial professionals
    18:54 – Are they delivering plans?
    20:00 – Trends with other employment benefits
    21:52 – What makes you different?
    24:50 – How important is training?
    26:32 – Making a first impression
    29:12 – Advice for hiring managers and advisors
    30:44 – Working with a recruiter

    • 33 min
    Ep 61: Serving Federal Employees with Rich Zeitz

    Ep 61: Serving Federal Employees with Rich Zeitz

    When it comes to planning for retirement as a federal or government employee, you often face unique challenges that not every advisor will be ready to face. On today’s episode, an experienced financial advisor inside of the Federal Retirement Program joins us to discuss federal employee specialization and how he serves this niche. Rich Zeitz is the founder of Bravias Financial and he is helping federal employees navigate the world of finance and save for the future.
    This is a tough niche for advisors, but Rich is continually learning and expanding his knowledge to improve client relationships. Most federal employees don’t understand the benefits they are offered and at the end of the day, Rich wants to educate his clients on the best choices for them. We’ll explore the unique challenges this niche faces, how Rich utilizes the resources at FIG, and more on today’s episode.
     
    More about Rich: https://braviasfinancial.com/about-us/attachment/rich-zeitz/
     
    Key Points: 
    2:47 – How Rich got into the financial industry
    16:28 – Challenge from an advisor standpoint
    22:14 – Using research sources with FIG
    28:08 – Are you considering breaking away?
    38:24 – Growing his business, where can you hear more?

    • 41 min

Customer Reviews

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12 Ratings

12 Ratings

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