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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 66: Holistic Planning with FIG’s Senior VP of Care Planning Alecia Barnette

Ep 66: Holistic Planning with FIG’s Senior VP of Care Planning Alecia Barnette

May 13, 2022

Over the past two years, life insurance and long-term care insurance have been growing at a rapid pace. On today’s episode, Alecia Barnette, FIG’s Senior Vice President of Care Planning, joins us to discuss the growing role long-term care is playing in financial and retirement planning. With not a lot of departments offering such services, Alecia is changing the field with FIG’s Care Planning team.

 

With a record start to the year, Alecia helps advisors serve the growing needs of their clients, while also staying up to date on trends in long-term care. We are going to break down trends in the market, product innovation, and how she’s helping advisors implement a holistic financial plan that covers health issues on today's show.

 

More about Alecia and her team: https://www.figmarketing.com/#!/ProductRD/Alecia-Barnette

 

Listen for these key points: 

2:05 – Welcome Alecia!

6:18 – How to start implementing long term care

9:04 – Business model protection

10:07 – What is the monthly cost?

11:00 – Why are people more aware?

13:17 – The cost is going to go up

14:22 – Working with Alecia

15:55 – Long term care planning workshops

18:09 – Making advisors and clients aware of their options

20:14 – Reach out if you have questions!