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.
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 I got older and my career progressed, I found myself perfectly suited for the CFO job because I had gained that breadth of experience,” Bill […]
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 market insiders out there, was released by the Bureau of Labor Statistics (BLS) as it is on the first Friday of each month. The report […]
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 at employing this strategy in their practices do more than network at cocktail parties; they create a trusted circle of resources who share ideas to […]
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 altered the market dynamic for producers: Internet competition, evasive millennials, aging baby boomers, a lack of preparedness for long term care, and a pervasive lack […]
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 of the most innovative service and liquidity providers in the rapidly expanding alternative asset industry The strategic partnership to provide GWGH with a significant increase […]
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 it will release third quarter 2017 financial results on Thursday, November 9, 2017, before the U.S. market opens. The Company will host a webcast/conference call […]
Basking in the warm weather and catching up with old friends can be great perks of attending a conference. But if you’ve ever come home wondering if it was really worth your investment, it’s time to take a new approach. Follow these 5 steps and make the most out of every conference to help grow […]
By Mark Petersen It’s no surprise wholesalers are important resources for your firm. And their role in your success can extend far beyond their ability to serve as effective product vendors. During my career, I’ve learned wholesalers can be one of your most vital sources of information, guidance, and professional support. The key is identifying […]
By Matthew Paine For many advisors, a client meeting about multigenerational issues has been focused on transferring wealth to the next generation or helping them begin saving for their futures. Now, many of your clients face the opposite generational issue: how to help their parents get their finances in order to ensure independence and security […]
The need for investment diversification is greater than ever. The extended low-yield environment has erected a roadblock for those seeking returns on bonds and cash investments. To counter this, many advisors are looking to rebalance client portfolios to include at least 20 percent in alternatives. Traditional investors sometimes are stuck on the 60/40 split of […]