by Michael H. Greenstein | Dec 1, 2016 | Alternative Investments
This article recently appeared in Opalesque New Managers (Issue 56, November 2016) – an online news publication focusing on the global emerging hedge fund manager. In working with emerging hedge fund managers, our firm gets to look at a lot of pitch books every...
by Michael H. Greenstein | Nov 9, 2016 | Alternative Investments
If you manage a hedge fund or private equity fund, or some other type of boutique investment offering, you may have decided not to put too much time, effort or money into creating your pitch book. If so, that’s probably because you have some of the following thoughts...
by Michael H. Greenstein | Jan 5, 2016 | Insurance, Whole Life
In our previous article, we introduced an approach aimed at getting retirees and pre-retirees to overcome inertia and take a key step towards achieving financial security in retirement. In this article, we turn our focus onto younger individuals and families who...
by Michael H. Greenstein | Oct 6, 2015 | Income Annuities, Insurance
In our previous article — “Use Social Security Concepts to Validate and Sell Income Annuities” — we discussed how comparing an income annuity to Social Security retirement benefits could help clarify the real purpose and advantages of income annuities and also help...
by Michael H. Greenstein | May 12, 2015 | Income Annuities, Insurance
Resistance to Income Annuities It is true that the sales of income annuities are growing. But given the formidable retirement income needs of our aging population, many people in the financial services industry believe that these cost-effective, dependable products...
