Targeting the illusive millennial client

Millennial investors may be hesitant to work with financial professionals. Learn about the barriers and how to overcome them.

    Rethinking the 60/40 portfolio

     

    High interest rates and a volatile equities market have combined to create an environment that potentially threatens the classic 60/40 portfolio. We’ve compiled the tools you need to start a conversation with your clients about rethinking this traditional strategy.

    Your Thriving Practice podcast: Explaining Secure Act 2.0

     

    Secure Act 2.0 was signed into law late last year, so we're revising the topic on the latest episode of the Your Thriving Practice podcast. We break down the key provisions and what the bill could mean for producers and clients alike.

    Our Commitment to Service Transparency

    Your partnership is important to us, which is why we continue to invest in creating a service experience that is dependable and transparent. We have made important changes to better honor our service commitments.

    Global Atlantic Consulting workshops

    Based on customized research and developed by industry experts, our programs provide practical ideas to help grow your business.

    Evolving our business, enhancing yours

    We’re evolving how we do business. Our website now offers an improved end-to-end experience and range of resources.

    Innovative products for your clients’ financial goals

    We create innovative, competitive, and practical products that are designed to fit the financial goals of your clients – and help you deliver them the value they expect from their financial professional. Here are just some of the types of products we offer.

    Fixed Index Annuities

    A fixed index annuity (FIA) can give your clients growth potential for their retirement savings but without the risks associated with a down market. And some FIAs are designed to give them guaranteed lifetime income.

    Fixed Annuities

    Our fixed annuities can offer your clients locked-in growth opportunities with competitive fixed rates. We also offer a fixed annuity that offers your clients the opportunity for more money towards qualified long-term care (LTC) expenses.

    Indexed Universal Life Insurance

    Our Indexed Universal Life Insurance (IUL) polices can offer your clients an income tax-free death benefit, while providing upside accumulation potential with downside protection.

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