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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.

Jun 17, 2022

On today’s episode, Dave Henry the Vice President of Life Insurance at FIG joins us to discuss how advisors, agents, and clients are using life insurance and annuities to save time and to make sure client needs are met. Dave’s going to break down how our insurance review can help save you 12 hours of time per client, making your business more efficient and productive. How are financial professionals using enforced contracts and enforced policy reviews to really better their services?

 

Dave and his team are reviewing these insurance policies. They focus on re-educating clients and advisors, explaining to them what they own, how it performs, and the educated decisions they should make in the future. Join us today as we explore why advisors need to start implementing this approach and how it can elevate their business and client experience.

 

Listen for these key points: 

4:42 – What is an enforced policy review?

6:44 – How many advisors use enforced policy review?

7:49 – Why aren’t advisors using this regularly?

10:20 – What is the consumer side like?

14:24 – A review is not going backward

17:59 - Mutually beneficial advantage: multi-generational planning

21:07 – What is the FIG program that addresses this?

25:26 – What is the time saving like?

27:15 – Grow your business with more time