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.

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.

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.

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

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

After a disruptive 2022 caused some investors to rethink the traditional 60/40 portfolio, there may be greater interest in adding some stability. In this episode Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management, joins the podcast to detail how annuities may be an appropriate solution for stability-seeking investors.

Guest: Dr. Wade Pfau, founder of Retirement Researcher and director of retirement research for McLean Asset Management

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

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

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