Description

In today’s episode, we explore how institutional investors could be steering companies towards risky short-term gains, possibly at the cost of your financial security. Host Joe Pantozzi and fraud examiner Tom Gober break down why understanding surplus-to-liabilities ratios is essential for safeguarding your investments. 

Compare industry leaders Athene and New York Life to see why mutual companies might be a safer bet. This episode is packed with insights to help you make sound financial decisions and protect your wealth for the future. 

Don’t miss out on these critical discussions that could impact your financial well-being.

Show Highlights

• Discover companies that aim at policyholder’s welfare [03:34]
• What happens when companies demutualize? [06:57]
• Here is your guide on the mutual business model [07:50]
• Learn about the influence of institutional investors on company profits [10:20] 
• The Importance of surplus-to-liabilities ratio [13:47]
• This is how one can have long-term financial viability [16:44]
• Are you interested in quick profits or long-term value? [20:22]
• Do you know what fast expansion means? [28:24]

Reach out to me: joe@alphaomegawealth.com https://www.linkedin.com/in/joe-pantozzi-941a073/ AlphaOmegaWealth.com