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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.

May 6, 2022

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