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KKR and Global Atlantic insight and analysis

Entering a new era of insight

Grow your understanding of the financial landscape with new access to uncommon expertise from the KKR team.

5 min read

What’s Trending

A mix of our most popular, timely and relevant insights

Expert Insights

Spotlight

Ideas,

Inspiration

& Success

Expert Insights

KKR 2023 Family Capital Survey

In a survey of more than 75 chief investment officers of family offices, the KKR Global Macro & Asset Allocation team found there’s a growing interest in alternatives. Find out some other key results.

4 min read

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Expert Insights

Financial planning and natural disasters

Natural disasters can strike at any time. Learn how you can help your clients be prepared in the event of catastrophe.

5 min read

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Expert Insights

Balancing portfolios with annuities

For baby boomer investors, annuities could provide an important tool for maintaining more balanced financial portfolios. Find out how.

5 min read

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Expert Insights

The future of the 60/40 portfolio

Curious about the future of the 60/40 portfolio? Check out some excerpts from our recent podcast on where this traditional allocation strategy stands.

5 min read

See more Expert Insights

Multicultural Markets

Spotlight

Work with

Diverse

Clients

Multicultural Markets

How to build trust with Asian American investors

Developing a strong relationship with Asian American investors requires a deep understanding of a diverse community. Find out how you can get started.

5 min read

Asian family sitting on frontstep

Multicultural Markets

How family often shapes the way Asian Americans view money

The Asian American community is a diverse and expanding group. Learn how family shapes the way many of them may approach saving for retirement.

4 min read

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Multicultural Markets

The unique financial needs of digital nomads

Working with clients who live abroad presents challenges. Learn how financial professionals can best serve so-called digital nomads.

5 min read

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Multicultural Markets

Working with multigenerational households

There is a higher rate of multigenerational households in the Hispanic community compared to the general population. Find out how this may present an opportunity.

5 min read

See more Multicultural Markets

Practice Management

Spotlight

Organize,

Strategize

& Energize

Practice Management

Communication tips for financial professionals

Communication with clients is key. Take a closer look at how to finetune your messaging and strengthen your relationships.

5 min read

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Practice Management

Collecting and acting on client feedback

Receiving feedback can be tough, but it’s essential. What’s even more important is what you do next.

3 min read

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Practice Management

Helping clients who procrastinate

Do you struggle with clients who delay their decisions? Here’s how to work better with a client’s procrastination.

5 min read

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Practice Management

Active listening in financial services

Being a good listener can make or break your client relationships. Learn about the power of active listening and how you can sharpen your skills.

5 min read

See more Practice Management

Advanced Markets

Spotlight

Essential

Questions

Answered

Advanced Markets

IRS 1040 tax forms and retirement

Your clients’ tax forms may provide an opportunity to discuss annuity and retirement plans. We’ve highlighted some of the best conversation starters.

5 min read

Managing Wealth family

Advanced Markets

Managing Generational Wealth Transfer with Trusts and Annuities

Generational wealth transfer can be complicated and full of challenges. Find out how trust-owned annuities can help your clients leave a tax-deferred legacy.

5 min read

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Advanced Markets

Stretching income across multiple generations

Anyone looking to develop a multigenerational income strategy may want to consider a single premium immediate annuity. We take a closer look at why.

3 min read

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Advanced Markets

How the gender pay gap affects retirement for women

The pay gap presents unique retirement challenges for women. Share this with your clients to illustrate how annuities may be able to overcome some of the hurdles.

2 min read

See more Advanced Markets

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Advanced Markets

What are the 3 greatest retirement risks?

Sequence of returns, longevity, and inflation can all impact your clients’ retirement goals. Global Atlantic’s Thea Marasa-Scafidi joins the podcast to talk about how you may be able to mitigate these three retirement risks.

10 min listen

Expert Insights

How to address longevity risk

In the second of a two-part series on retirement risks, author and professor Moshe Milevsky joins the podcast to talk about longevity risk and the role annuities can play in creating retirement income for life.

23 min listen

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Expert Insights

Explaining economic confusion to your clients

The economic landscape is tough to decipher. While there’s no easy explanation, there’s a few ways you can help your clients sift through the noise.

5 min read

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Expert Insights

What is soft saving and how is it impacting Gen Z?

Soft saving has entered the chat. Learn how this trend is shaping the way Gen Z manages their money.

4 min read

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Practice Management

Why clients leave financial professionals

Financial professionals and their clients sometimes inevitably break up. But it’s not inevitable. Here’s how you can avoid it.

5 min read

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Practice Management

Creating better experiences for female clients

Many financial professionals may have a blind spot when it comes to working with female clients. Learn why that can be the case and what you can do about it.

5 min read