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.

Wake Up! Your Internal Communication Style Might Be Negatively Impacting Your External Business Relationships

Despite the minicomputers we carry around and the instant access they provide, a lot of us are worse at communication, not better. Sure, there’s information and lots of it, but it’s often without perspective and context.

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.

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

Bill Acheson Tells His CFO Story on Thought Leader Podcast

http://www.cfothoughtleader.com/cfopodcasts/471-william-acheson-cfo-gwg-holdings/ GWGH CFO Bill Acheson appeared on the CFO Thought Leader podcast conducted by journalist Jack Sweeney. Bill discussed his career that included time with Merrill Lynch and GMAC-RESCAP. “As […]

GWG Holdings to Report Third Quarter 2017 Financial Results

GWG Holdings, Inc. (Nasdaq:GWGH), the parent company of GWG Life, a financial services company committed to transforming the life insurance industry through disruptive and innovative products and services, announced that […]