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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 95: The Latest in Life Insurance with Teresa Speir

Ep 95: The Latest in Life Insurance with Teresa Speir

Mar 31, 2023

On today’s episode, we are thrilled to be joined by a very special guest, Teresa Speir. As one of our vice presidents of life insurance at Financial Independence Group, Teresa brings a wealth of knowledge and expertise to the table. With her certifications as a CFP®, ChFC®, CLU®, and CLTC®, Teresa is a valued member of our team who performs analytical duties for our agents and advisors to help enhance client portfolios. 

 

Throughout this episode, Teresa will share her insights on the life insurance industry, covering everything from recent regulations to trending topics on social media. We will also delve into the value that Teresa and teams like hers at FIG provide to agents and advisors, equipping them with the knowledge to talk confidently about the role of life insurance in a well-rounded portfolio.

 

Whether you are an agent, advisor, or consumer of life insurance, you don’t want to miss this informative discussion with Teresa Speir.

 

Here’s some of what we’ll discuss in this episode:

  •  A refresher on the different types of life insurance. (3:26)
  • What consumers and advisors should know about recent life insurance regulations. (7:09)
  • Taking a deeper look at Actuarial Guideline 49. (11:20)
  • Teresa shares a little more about her expertise and certifications and the impact this education makes at Financial Independence Group. (15:55)   
  • Life insurance is a trending topic on social media. (18:11)

 

800-527-1155

Learn About FIG: https://www.figmarketing.com