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 ..read more

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 ..read more

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 ..read more

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In the second part of the conversation about the future of the 60/40 portfolio, guests Matt Estes and Charles Rotblut discuss how financial professionals can talk to their clients during market volatility and uncertainty. They also touch on how investors can be more tactical, nimble, and strategic in their portfolio construction in this environment. Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock ..read more

After a dismal 2022, the once-reliable 60/40 portfolio may not be the sure thing it once was. Should investors stay the course? Or should they take steps to create a more flexible portfolio? In the first of two episodes on the subject, we’re joined by the AAII’s Charles Rotblut and BlackRock’s Matt Estes, who help provide some answers. Guests: Charles Rotblut, vice president at the American Association of Individual Investors and editor of the AAII Journal Matt Estes, managing director and senior product strategist for the Global Allocation Portfolio at BlackRock ..read more

In this episode, we’re joined by Rebecca Plowman and Jason Berkowitz from the Insured Retirement Institute as well as Global Atlantic’s Bill Crane, who break down key parts of the bill and why it’s a gamechanger for both financial professionals and their clients. Guests: Rebecca Plowman, Director of Compliance and Implementation at the IRI. Jason Berkowitz, Chief Legal and Regulatory Affairs Officer at the IRI Bill Crane, SVP of Market Development at Global Atlantic ..read more

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 presents. Greg Hoffnagle, a partner at Goodwin Procter Law Firm, and Brock Scheck, SVP of Insurtech Partners & Platforms at Global Atlantic, join us to provide answers. Guests: Greg Hoffnagle, partner at Goodwin Procter, and Brock Scheck, SVP of Insurtech Partners & Platforms at Global Atlantic ..read more

Fintech encompasses a broad range of new technology that’s reshaping the financial services industry. But it can seem overwhelming and difficult to keep up with this evolving and exciting new landscape. To help, consultant Steve Gresham, the CEO of The Execution Project, joins the podcast to provide a clear picture of fintech and how it’s impacting our industry. Guest: Steve Gresham, CEO of The Execution Project ..read more

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