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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.

Feb 5, 2021

Tom sits down with Sheryl Moore to discuss her experience in the financial insurance industry. They cover what financial professionals need to know about regulations and products, as well as what consumers can learn about annuities.

About Sheryl Moore

Sheryl is an annuity and life insurance expert. She serves as the Chief storyteller at Wink, Inc., an industry research firm. She is also the President of Moore Market Intelligence, providing valuable intel for the professional financial community.

Company website: Winkintel.com

LinkedIn: https://www.linkedin.com/in/sheryljmoore/

Key Moments

1:56 - Sheryl gives insight into her background in the financial industry.

7:10 - How rate changes in the past year will affect the fixed insurance industry.

10:14 - Why we might see a trend of insurance carriers dropping out of the industry due to COVID.

11:55 - How fee structures on FIAs may become the new norm.

14:40 - How recent and upcoming regulation changes will affect the insurance industry going forward. 

20:42 - Sheryl shares a story about her relationship with regulators.

25:04 - Why there is a growing interest in annuities.

27:41 - How to educate your sales team on pitching annuities.

32:20 - Common concerns among consumers about financial insurance. 

35:31 - Sheryl offers advice to someone looking to make a change with their financial insurance plan.

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com