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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 68: Insurance for the Investor of Today with Bobby Samuelson

Ep 68: Insurance for the Investor of Today with Bobby Samuelson

May 27, 2022

On today’s episode, Bobby Samuelson joins us once again to discuss product concepts for investors and for insurance carriers. Bobby is the President of Life Innovators, a product development and research company that helps insurance carriers develop product solutions that fit their client’s needs.

 

With more people interested in life insurance than ever, advisors and clients realize there isn’t a tool like it in the financial industry. Bobby is helping make introductions between companies, allowing them to serve their client base with the best possible resources. As advisors look to find ways to preserve the gains of their clients, they are looking to better-fitted tools and Bobby is helping implement them. Join us today as we break down the current insurance trends, new product innovations, and more.

 

More about Life Innovators: https://lifeinnovators.com/

 

Listen for these key points: 

2:02 – Welcome back Bobby!

3:11 – Trying to get into life insurance

5:33 – Preconceived notions about annuities

8:02 – Are you getting requests for help?

11:04 – Finding peace of mind in investing

12:52 – Innovative products you’re working on

18:40 – Having a large inventory of products

21:28 – What we don’t do at Life Innovators

24:12 – Innovation is necessary as needs change

27:09 – Thank you for joining us Bobby!