Global Atlantic evolves wholesaling to support advisors in a fiduciary world
NEW YORK, New York — Global Atlantic Financial Group, a leading U.S.-focused retirement, life insurance and reinsurance company, recently refined and strengthened its wholesaler professional development program, underscoring its mission to help Americans overcome their financial challenges through its extensive product suite.
With retirement strategies for accumulation, income, protection and legacy needs as its foundation, the multi-faceted program covers a lot of ground. Topics include how to help clients evaluate their needs, building deeper relationships, the case for guaranteed income and more, all to help their wholesalers do one thing: help advisors engage with their clients at a deeper level.
Reinforcing their commitment to their wholesaler’s development, Global Atlantic has appointed 30-year industry veteran Ted Williamson as Senior Vice President in charge of Sales Support and Professional Development to lead the effort.
“As financial advisors continue to look for retirement strategies to help solve the unique needs of their individual clients, our wholesalers are adjusting the value they bring to their advisors, including offering holistic education with specific strategies around the unique benefits of all annuity products,” says Global Atlantic’s Head of Retirement Distribution, Paula Nelson. “We’re thrilled to have Ted lead our enhanced wholesaler coaching which is really all about helping the advisors we work with listen and problem-solve their client’s most important retirement challenges.”
A graduate of both Bucknell and Harvard University, Williamson’s extensive work within the financial services industry runs deep. He has served as the lead facilitator in a financial advisor in training program and led all sales and professional development for both external and internal sales teams. Most recently, he has worked with a national sales manager as a sales coach for two of the larger annuity marketing organizations in the country.
About Global Atlantic Financial Group
Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs.
Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. Its success is driven by a unique heritage that combines deep product and distribution knowledge with leading investment and risk management, alongside a strong financial foundation.
Guarantees are based on the claims-paying ability of Forethought Life Insurance Company and assume compliance with the product’s benefit rules, as applicable.
Variable annuities are sold by prospectus. The prospectus contains investment objectives, risks, fees, charges, expenses, and other information regarding the variable annuity contract and the underlying investments, which should be considered carefully before investing. You can obtain a prospectus from your financial advisor or by visiting www.globalatlantic.com. Please read the prospectus carefully before you invest or send money.
Life insurance products are issued by Forethought Life Insurance Company and Accordia Life Insurance Company.
Annuities are issued by Forethought Life Insurance Company and variable annuities are underwritten and distributed by Global Atlantic Distributors, LLC.
Global Atlantic Financial Group (Global Atlantic) is the marketing name for Global Atlantic Financial Group Limited and its subsidiaries, including Accordia Life and Annuity Company, Commonwealth Annuity and Life Insurance Company, Forethought Life Insurance Company and Global Atlantic Re Limited. Each subsidiary is responsible for its own financial and contractual obligations.