Making ‘Cents’ of Wealth Management: Providing Clients with Strong, Reliable Plans with Rob Arena, Global Atlantic

By ICR | Podcast

For people navigating financial planning in these shaky times, there’s a great deal of comfort in the way that insurance companies can help mitigate risk and still grow wealth. Global Atlantic is one of those companies offering innovative products and solid planning.

On today’s show we’re joined by Rob Arena, President of Global Atlantic where he supports Chairman and CEO Alan Levine in operating the business and executing the company’s growth strategy. Rob also leads the company’s individual markets business, and oversees operations and technology.

Rob has more than 25 years of experience in the financial services industry, including leadership of the Hartford’s annuity business and in his role as President of Hartford Mutual Funds. Previously, he served as Senior Vice President for American Scandia Prudential Annuities.

In this episode Rob tells us about about his lengthy career, the role of insurance companies today, and the importance of safety in your portfolio.

Highlights:

• Rob describes his path to wealth management at Global Atlantic (2:40)
• The value of strong work culture (4:49)
• How the wealth management industry has changed over time (5:54)
• Rob explains his product distribution method (7:11)
• How and why annuities are so important for retirees (9:02)
• Rob’s observation of recent trends in the annuity market (9:55)
• Current consumer challenges within the annuity market (10:46)
• How companies like Global Atlantic can help consumers get through market fluctuations (11:57)
• Common misconceptions of consumers (14:38)
• Rob explains how technology is integrated into the practice (17:08)
• Global Atlantic’s recent partnership with KKR (19:36)
• The ‘Trust Business’ and how Rob ensures quality for consumers (21:21)
• Global Atlantic’s accolades (22:51)
• Rob describes his strong, strategic senior team (24:20)

Links:

ICR Twitter

ICR LinkedIn

ICR Website

Rob Arena on LinkedIn

Alan Levine on LinkedIn

Global Atlantic Financial Group on LinkedIn

Global Atlantic Financial Group Website

Feedback:

If you have questions about the show, or have a topic in mind you’d like discussed in future episodes, email our producer, marion@lowerstreet.co.

Annuities are issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana. Registered products are underwritten and distributed by Global Atlantic Distributors, LLC.

Life Insurance is issued by Accordia Life and Annuity Company, 215 10th St, Des Moines, Iowa.

Guarantees provided are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

Global Atlantic Financial Group (Global Atlantic) is the marketing name for The Global Atlantic Financial Group LLC and its subsidiaries, including Accordia Life and Annuity Company and Forethought Life Insurance Company. Each subsidiary is responsible for its own financial and contractual obligations. These subsidiaries are not authorized to do business in New York.