CBS Spotlight
Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
CBS Spotlight
Jeannie Underwood
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes discuss the importance of engaging women in the financial industry with Jeanie Underwood from Global Atlantic. They explore strategies that can help financial professionals better connect with female clients, emphasizing that women will control a significant portion of wealth in the coming years. Underwood shares insights on why traditional approaches may leave vast sums of money unclaimed and discusses techniques to improve client retention rates among women.
