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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 91: FIG Launching New Social Security Program with Hamilton Morales

Ep 91: FIG Launching New Social Security Program with Hamilton Morales

Jan 27, 2023

Social Security will always be a key piece of the income planning puzzle and it’s gotten a little more attention this year with the 8.7% COLA increase in 2023.

FIG understands the value of providing resources to the financial professionals we work with and we have a tremendous one in Hamilton Morales, Senior Vice President at FIG. He’s been with the company for more than 15 years, but over the past seven years, he’s been strictly focused on becoming an expert in Social Security. He’s provided hours of educational opportunities to the financial professionals we work with so that they can better serve their investors and clients when it’s time to plan for Social Security.

Now FIG is launching a new program to make Hamilton more accessible to our financial professionals through live and virtual workshops. He joins us today to tell us more about this new program and who he thinks it will benefit. Hamilton is one of the most well-versed people in the industry when it comes to Social Security so this will be your chance to learn more from him and find out how he can be an asset to your business.

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

  • Details on the new service FIG is launching in 2023. (3:56)
  • His view on the COLA increase this year. (7:31)
  • What does the process look like when an advisor invites Hamilton to visit? (10:29)
  • This has been well received by both clients and prospects. (17:59)
  • Best way to get in touch with Hamilton. (25:23)

 

Get in touch with Hamilton:

hamilton.morales@figmarketing.com 

800-527-1155

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