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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer 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.

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  2. Ep 30: Products That Are Geared For Today’s Retirement Portfolio With David Blanchett

Ep 30: Products That Are Geared For Today’s Retirement Portfolio With David Blanchett

Jul 23, 2021

The retirement landscape is continually shifting and changing as the years go by. Each generation of retirees have new challenges and hurdles to overcome. As we are introduced to these problems, new products are developed to try and address these needs. We invite David Blanchett to the show today to discuss some of the new financial products that are on the rise and what resources advisors can tap into in order to learn about these products.

About David Blanchett:

David Blanchett is the Managing Director and Head of Retirement Research, DC Solutions for QMA. David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans. David has published over 100 papers in a variety of industry and academic journals and has won multiple awards for his work. He is a regular contributor to the Advisor Perspectives, ThinkAdvisor, and the Wall Street Journal.

LinkedIn: https://bit.ly/3A1QYIS

Key Moments:

2:33 - David’s Background

3:32 - Common Questions From Advisors

5:03 - Will There Be More Exotic Products?

6:40 - Educational Resources For Financial Professionals

8:30 - Why Are Income Solutions The Next Big Thing?

12:03 - Tips & Tricks When Comparing Different Solutions

13:48 - What’s A RILA?

17:31 - Why Does The RILA Make Sense In Today’s Retirement Portfolio?

19:06 - What Are Some DIY Options?

21:30 - What’s Next?

23:39 - Is There Anything David Is Acutely Focused On Right Now?

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com