60/40 One Year Later: Not Your Grandfather's Annuity: Using the Right Words to Sell an "Alternative Strategy"

Retirement Risks: Addressing longevity risk with Moshe Milevsky

In the second part of this two-part series on retirement risks, we’re joined by Moshe Milevsky, a professor of finance at Schulich School of Business at York University. He digs into longevity risk, how financial professionals can help their clients avoid outliving their money, and the potential role annuities can play.

Retirement Risks: Mitigating three of the greatest retirement risks

In part one of this two-part series, Global Atlantic’s Vice President of Advanced Markets Thea Marasa-Scafidi joins the podcast to talk about three of the greatest risks facing retirees today — sequence of returns, longevity, and inflation. She also discusses how financial professionals may be able to help their clients reduce the impact of these risks.

How your communication style can grow your business

In this episode we’re joined by Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, and Kristin Pondel from Storyline Strategies, to talk about the right words and phrases to use to create better conversations with your customers.

60/40 One Year Later: Not Your Grandfather's Annuity: Using the Right Words to Sell an "Alternative Strategy"

Are you looking for new ways to talk to your clients about annuities? In this episode, Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, joins the podcast to share proven words and phrases that financial professionals can use to introduce annuities into the conversation. Listen to gain some actional advice and foster better discussions with your clients. Guest: Jeannie Underwood-Kotner, Senior VP, Head of Global Atlantic Consulting

60/40 One Year Later: The REIT Renaissance

A rocky 2022 caused some investors to be more open minded when it comes to alternative investments, and that includes real estate. In this episode, we’re joined by KKR’s Stephen Morello to discuss real estate investment trusts (REITs), the nuances surrounding the macro market, and how real estate can offer stability in a volatile environment. Guest: Stephen Morello, Principal, Client and Partner Group at KKR