How financial professionals can help multi-generational clients Episode 39
Episode Notes
Gen Xers, now in their 40s and 50s, face some daunting financial challenges. They tend to carry more debt—including mortgages, car loans, student loans, and credit card balances—then other generations. And they are often emotionally stressed because they are caught in the middle between caring for their own children and helping their aging parents. Guest Rod Mims, Senior Vice President and National Sales Manager of Athene, offers tips on how financial professionals can assist their Sandwich Generation clients, offering perspective as they seek to prioritize and fund their financial goals.
Please note: This content is intended for financial professionals.
Guest Bio: Rod Mims, Senior Vice President and National Sales Manager at Athene. He is responsible for setting sales strategy and identifying how Athene solutions may fit into your client’s retirement strategy.
This season is brought to you by Athene
Athene is a financial services company that issues, reinsures and acquires retirement savings products, helping people save for the future and generate lifetime income.
A leading provider of individual fixed and indexed annuities as well as pension group annuities, Athene’s dedicated distribution channels also include flow reinsurance, funding agreements, acquisitions and block reinsurance.
Athene’s strategic partner Apollo is a global asset manager that generates safe, predictable and recurring yield across market cycles. Apollo’s investment expertise combined with Athene’s leadership in fixed annuities brings strength, opportunity and innovation. Athene is a subsidiary of Apollo Global Management.
Founded in 2009, Athene is Driven to Do More®️ for our policyholders, business partners and the communities in which we work and live.
Learn more on Sandwich Generation and the financial challenges they face
More episodes