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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 77: Making Life Insurance Easier for Clients and Advisors with VP Dave Henry

Ep 77: Making Life Insurance Easier for Clients and Advisors with VP Dave Henry

Aug 5, 2022

Life insurance is going through a large transition right now. Sales are up across the board and financial professionals are drastically changing their approach to this product. Talking to your clients about life insurance is essential for both business and their well-being.

 

Carriers are trying to make life insurance easier for both clients and advisors. But these clients still need help on the "why". As an advisor, you can be their guide.

 

We are welcoming back the Executive VP of Life Insurance at FIG, Dave Henry, on today’s show. He leads the team of our life insurance analysts and will bring to you our second quarterly update on various life insurance trends you need to be aware of in 2022.

 

Listen for these key points: 

1:51 – What new trends are we seeing in life insurance?

5:16 – Carriers are changing their approach to insurance

8:37 – Multi-generational planning aspect

11:55 – Continued improvements and education opportunities

13:56 – Are we seeing life insurance more with RIAs?

15:25 – These changes are happening through planners