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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.

Apr 9, 2021

When buying life insurance, it’s important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance planning concepts and strategies. Kevin Beauchamp & Jordan Smith from Schechter® join us on today’s show to break down what advanced insurance planning is and what situations you can use it for.

About Schechter®:

Schechter® is a multi-faceted company that contains three lines of business: insurance, investment advisory, and private capital. For over 80 years they have been helping clients solve a variety of problems. From finding the right insurance policy to building a business succession plan, and much more.

Company Website: https://www.schechterwealth.com/#

Key Moments:

2:00 - What Schechter® Does

4:10 - Background On Jordan

6:36 - Advanced Insurance Planning Strategies

8:10 - Premium Financing On The Consumer Side

10:21 - Who’s Right For Premium Financing?

12:54 - How Schechter® Helps Financial Advisors

15:37 - Finding Solutions For Business Owners

16:32 - Cases They Have Worked On

19:19 - Example Of Helping A Business

23:15 - Educating Advisors & Clients

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com