K1 STRATEGIES

Join David Whitehead and I for a brief discussion on Reliance Standard and general industry economics as it pertains to the annuity industry, last year was an interesting year and 2021 has just begun.  Changing markets, work at home and increased regulation all create head winds.  What does that mean for 2021?  Tune in to hear some insights from David.

Join us for a discussion with Jay Charles who is the Director of annuity products for Luma.  Luma has launched their annuity technology helping the industry navigate training, product analytics and life cycle management.

Graham and K1 dive into the new world of buffered ETF's.  As we continue to focus on the risk tolerance of clients and demand for return while incorporating risk mitigation, Buffered ETF's is a great topic that is complimentary to FIA's, RILA's, VA's and Structured Products.

Join K1 and Biju as we explore the HALO technology just released as an analytics tool for buffered ETF's.  Always great to catch up with Biju and hear of the great things that HALO Investing is up to.  

Join the k1 podcast to hear how White Glove has identified a solution to an age old problem for financial advisors.  White Glove is just like it's name says, a marketing company that provides "white glove" service to advisors who are looking to host educational seminars and webinars but aren't interested in all of the planning legwork that goes into these events.  This allows advisors to do what they do best, spend time with clients.  

Join Chris and Chris on the K1 podcast of the week with insights from Chris Beaulieu, CFA on fixed income markets and the current economy and what this means going forward as insurance companies look for places to invest.  This a great conversation with great insight into the industries current and future potential challenges. 

Join K1 and Mike Freeman, President of Due Diligence Works to learn how they are handling the growing need for "Due Diligence".  Regulation had already created quite the demand for support in the area of product selection and carrier stability evaluation and now with the economic uncertainty the need has never be greater.  Take a listen to this great session with Mike!

Join K1 Strategies and Mike McDaniel to explore the Riskalyze software used by many financial advisors as a tool in their practice.  We touch on the creation of the system, the impact of today's volatile markets, and the use of hedged strategy products inside Riskalyze such as FIA's, VA's, RILA's, structured products, buffered ETF's etc.

Join K1 and Dan Hausmann the Co-Founder and Principal of ALIRT to hear some insight as to how they help their clients and industry decision makers navigate these volatile times.  Dan walks us through their process as well as what we may see going forward as companies begin to report post COVID results.

Join Joe Maringer with Great American to learn about how the industry is overcoming the challenges of the pandemic crisis.  Pivot points are important to a business when faced with challenges.  Learn what Great American is doing to "pivot".  Also, what does the future hold for the insurance industry in these unprecedented economic times?  Tune in to hear from Joe!

Just a brief intro into the K1 podcast.  More to come this week.  We are filling the calendar with topics from insurance carriers, banks/BD's, and fintech companies to cover all topics in insurance and financial services.  Stay tuned!