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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, 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.

Sep 10, 2021

Today, Gina Pascucci, the Chief Marketing Officer at Icon Trust, is joining us to discuss the importance of trusts for financial advisors and clients.  Gino is changing the field of trust management by ensuring his company doesn't compete directly with advisors but instead works in tandem with them to create holistic plans for their clients and their families. Instead of relying on trusts through the bank, independent trust administrators can provide a relationship-based service with better customer service and investment management for all parties. Learn more about this multigenerational service and why you should be incorporating them into your business.

 

About our guest: https://icontrustnv.com/

 

Key Points:

1:30 – Who is Gino and what is ‘Icon Trust’

3:17 – Being advisor friendly

5:48 – Multigenerational planning

7:48 – Who and when should client’s get trusts

10:17 – How ‘Icon Trust’ is different

12:29 – Having a transparent flat fee

15:29 – Different types of trusts

18:30 – Where ‘Icon Trust’ can fit in

20:59 – Successor trustee business

 

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com