Help Clients Prepare, Not Predict

Subscribe to this podcast on:  


About This Episode

Uncertainty around the direction of inflation, interest rates, and the U.S. economy will continue to drive market volatility. Doug Wolff, the CEO of Security Benefit – a leader in the U.S. retirement industry – is my guest today to offer valuable insight on how to navigate this landscape for the remainder of 2023 and beyond.

The traditional 60/40 asset mix is facing several challenges due to that volatility. Both stocks and bonds were battered in 2022, and while both have come back a bit this year, the uncertainty makes it difficult to optimize portfolio allocations. Doug will discuss bond alternatives, like fixed-rate annuities, to diversify and de-risk client portfolios.

About Our Guest

Doug Wolff is the CEO of Security Benefit, and serves as the chairman of the board for Everly, the company's life insurance subsidiary. He brings over 35 years of industry experience and specialized expertise.

He was an integral part of the transformation of Security Benefit over the past decade – as it became one of the area's largest private companies and one of the fastest growing despite its size. He spearheaded the development of several innovative retirement products that moved Security Benefit into a leadership role in the retirement industry. Along the way, he has helped establish the insurance industry in Topeka, both as one of the areas’ top employers and as a supporter of specialized insurance and related education programs at some of the local universities.

Doug Wolff is the definition of an influential leader spanning business and education. His efforts have gone a long way toward helping Security Benefit, Topeka, and greater Kansas to grow and thrive in the competitive economic environment.

Show Notes

Here is a link for more information about Security Benefit:

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.