Preview Mode Links will not work in preview mode

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.

Feb 18, 2022

What kind of unique insurance policy services are available for advisors in today’s market? Your clients face unique factors in life, meaning they need customizable and innovative insurance. On today’s episode, we are joined by a group from Exceptional Risk Advisors, Sean McNiff and Ryan Moore. We’ll be discussing exactly what they do at Exceptional Risk Advisors, their relationship with Lloyd’s, and how they are educating advisors on customizable insurance solutions.  

Their clients are typically high-end insurance practitioners. Functioning like an insurance carrier allows them to educate and consult with planners. Insurance is becoming more innovative as the world becomes more complex. Join us today as we discuss the background on Lloyd’s, how they partner with advisors, and some of the interesting cases they’ve encountered throughout the years.

 

Key Points: 

2:49 – About Exceptional Risk Advisors

5:19 – Offering innovative insurance

7:08 – What does the process look like?

9:17 – Some unique cases they’ve faced

12:20 – How do they help advisors directly?

14:14 – Disability coverage and protections

17:08 – NBA sneaker deals

18:45 – Million-dollar income clients

20:54 – Where can they help out?

21:54 – Sean and Ryan’s responsibilities

22:52 – How should advisors engage?

24:58 – Signing up for newsletter

26:54 – Solving problems together  

 

More About Our Guest: 

https://www.exceptionalriskadvisors.com/