Your Thriving Practice — A podcast by Global Atlantic Podcast
1) Retirement Risks: Addressing longevity risk with Moshe Molesky
2) Retirement Risks: Mitigating three of the greatest retirement risks
3) How your communication style can grow your business
Nearly 90% of clients consider their financial professionals’ frequency and style of communication when deciding to retain their services. Are you communicating the right way?
4) 60/40 One Year Later: Not Your Grandfather's Annuity: Using the Right Words to Sell an "Alternative Strategy"
What’s the right way to introduce annuities into conversations with your clients? In this episode, we’re joined by Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consult...Show More
5) 60/40 One Year Later: The REIT Renaissance
After a tumultuous 2022, some investors may be more open minded when it comes to alternative investments, including real estate. KKR’s Stephen Morello joins Your Thriving Practice to break down how re...Show More
6) 60/40 One Year Later: Seeking Stability with Annuities
After 2022 brought the future of the once-reliable 60/40 portfolio into question, some investors may be looking to add some greater stability. Dr. Wade Pfau, founder of Retirement Researcher and direc...Show More
7) 60/40 One Year Later: Stay the Course—or Shift Gears? (Part 2)
In part two of the conversation about the future of the 60/40 portfolio, guests Matt Estes and Charles Roblut return to share their thoughts on how financial professionals can walk their clients throu...Show More
8) 60/40 One Year Later: Stay the Course—or Shift Gears? (Part 1)
The once-reliable 60/40 portfolio had a dismal 2022, and despite a rebound, recent performance has some investors questioning whether they should change course. In the first of two episodes on the sub...Show More
9) Secure Act 2.0: What you need to know about the new law
Secure Act 2.0 was signed into law in December 2022, so we revisit the topic and dive deep into the landmark piece of legislation and explain how it can help Americans save for retirement.
10) Insurtech: How Insurtech Creates Opportunities for Financial Professionals
Insurtech can revolutionize the way you do business. To explore how, we dig into what it means to financial professionals, where it's going in the near future, and the challenges and opportunities it ...Show More
Insurtech: How Insurtech Creates Opportunities for Financial Professionals
33:34 | Jan 12th, 2023