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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 41: Trust and Estate Planning with Brian Simmons of Icon Trust

Ep 41: Trust and Estate Planning with Brian Simmons of Icon Trust

Oct 8, 2021

A few episodes ago we interviewed Gino with Icon Trust. Today we are continuing the conversation with his partner, Brian Simmons. Brian has been in the field for over a decade, accommodating clients with asset protection through trusts.

Icon Trust values being advisor-friendly, encouraging partnerships rather than competition. Instead of trying to get into the world of investments, they focus on trust management and providing asset protection to the clients of financial advisors. On today’s episode, we will be breaking down irrevocable trusts, state laws, market trends, and more.

 

More about our guest: https://icontrustnv.com/icontrust-officers/

 

Key Points: 

1:43 – Introducing Brian Simmons of Icon Trust

2:44 – Who is Brian Simmons?

4:08 – FIG’s alliance with ICON Trust

6:57 – Breaking down what a trust is

10:31 – Licensing

12:01 – Irrevocable trusts

16:07 – Identifying opportunities with advisors

17:55 – Advisor friendly trust company

21:41 – What is next in the market?