Preview Mode Links will not work in preview mode

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.

  1. All Episodes
  2. Ep 100: FIG Innovations and Industry Regulations: A Quarterly Update with Dave Henry

Ep 100: FIG Innovations and Industry Regulations: A Quarterly Update with Dave Henry

Jun 2, 2023

In this episode, we are joined by Dave Henry, CLTC, the Executive Vice President of Life Insurance at FIG, who will provide us with a quarterly update on the innovative developments that are happening within FIG. He’ll also highlight some changes that are taking place in the industry to make life insurance more accessible for both licensed professionals and consumers. 

Join us as we discuss industry regulations, rate information on universal life insurance, and FIG's expansion of its advanced strategies team to support advisors working with complex needs. We also explore the trend of decreasing average case sizes in the life insurance industry and how FIG is leveraging technology to improve efficiency. Tune in to learn about FIG's commitment to empowering financial professionals through education, support, and innovative solutions.

 

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

  • How FIG is focusing on the high-net-worth space and creating educational materials through an advanced strategies team. (2:18)
  • How FIG’s advanced strategies team can help advisors tackle complex solutions for high-net-worth clients. (5:12)
  • The importance of education in the life insurance industry. (9:14)   
  • There is an industry-wide decrease in the average size of insurance cases outside of the high-net-worth space. (10:11)
  • Finding ways for advisors to do more in less time through the use of technology. (14:04)
  • What’s going on in the industry right now? (16:32)

 

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

800-527-1155