Holdings Investor Updates

In the Investments channel of the Insights blog, GWG Holdings’s internal experts discuss issues and offer solutions for financial professionals and the clients they serve. Insights is updated regularly to provide the latest information and content. Check back often to read these insights from the experts at a leader in specialty finance that is dedicated to finding solutions for a wide range of agents, advisors and their clients.

Changing Your Mindset is Key to Developing Effective Partnerships with CPAs

When Dallas-based wealth manager 1st Global asked individual investors to list the most important factors they used to choose a financial advisor to help them manage their money, in a 2018 research study, two factors were cited more often than any others: tax knowledge and good communication skills.

Read More

Assets You Cannot Touch Are the Biggest Drivers of Stock Market Success

By Dan Callahan, GWG Holdings, Inc., Director of Communications Add up all the physical assets controlled by the ten most valuable public companies in the world in 2020 and you […]

Read More
older parents and son looking at tablet

GWG Survey: Investors Seek Advisor Counsel Beyond Investment Returns During Pandemic

In the midst of an unprecedented environment of business lockdowns and financial pressures, U.S. investors are increasingly turning to their financial advisors for help that goes beyond investment returns. As […]

Read More

Amid the COVID-19 Pandemic, GWGH Sees Continued Stability in its Portfolio and Ability to Deliver Consistent and Reliable Service

As COVID-19 continues to impact everyday life, GWG Holdings expressed its confidence in the strength of the company’s portfolio of investments that support the L Bonds and Redeemable Preferred Stock […]

Read More
puzzles pieces

Seeking to Take the Headache Out of Incorporating Alternatives into Your Client’s Portfolio

Alternative investments have been on the rise the past few years and the trend is expected to continue.* Institutional investors have used them for years and retail investors have taken […]

Read More
Man walking outside with suitcase

How to find the best wholesalers and get the most out of your relationship with them

In the financial services world where there are mountains of products, advice and ideas, the right wholesaler can become your Sherpa, guiding you and your practice to the top. But, […]

Read More

Unemployment Unplugged: There Are More People Out of Work than Reported

On Jan. 4, 2019, one number contributed to a strong open for equity markets: the Employment Situation report, otherwise known as the unemployment report or “non-farm” payroll report for the […]

Read More
man on phone at his desk

7 Ways to Become a Valued Resource to Your Network of Professionals

Building a network of professionals as a way to acquire new clients means more than handing out cards to estate attorneys, accountants and financial planners.  Those who are most successful […]

Read More

Your 2018 Resolution: Open A New Profit Center

In the eleven years our company has been in the life insurance secondary market, we’ve seen enormous change in how insurance is bought and sold. A range of factors have […]

Read More

GWGH Partners with The Beneficient Company in $800 Million Deal

Transaction and Partnership Highlights The transaction brings together GWG Holdings (GWGH), a leading innovator in the life insurance industry, and The Beneficient Company Group, L.P. (BEN), designed to be one […]

Read More