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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 35: RIA Insurance Solutions’ Process For Providing Expertise & Support

Ep 35: RIA Insurance Solutions’ Process For Providing Expertise & Support

Aug 27, 2021

Today we welcome on Dan McDonald, CFP, CLU, ChFC, Senior Vice President of RIA Insurance Solutions. His team works with all forms of RIAs to provide a wide array of insurance solutions. We invited him on to share details of those different product offerings and explain how their company works with a variety of business models to provide the best insurance solutions for RIAs and their clients.

 

About our guest: https://www.ria-insurancesolutions.com/ 

 

Key Points: 

1:40 – Welcome in Dan

2:50 – Who is RIA Insurance Solutions and what do they do?  

8:28 – Team is more than just insurance agents

12:08 – How an RIA would engage with their team

16:46 – Assisting advisors

20:07 – How 2020 accelerated growth of business

25:37 – Helping educate RIAs  

30:47 – How the relationship is structured

33:52 – The process

 

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com