Firms that use subadvisory services have distinct needs and our 40+ years of experience in partnering with these businesses has taught us a thing or two about how to best serve them—whether through traditional investment services, tailored solutions or a combination of the two. 

Supporting Your Business

AllianceBernstein is committed to putting our dedicated team of professionals to work for you. Our team of insurance experts partner with you by providing investment research, portfolio innovation, and value add support. 

Working with You to Help your Clients Grow

Our insurance team combines the depth of their knowledge and experience with the global reach of AllianceBernstein to develop a diverse range of traditional investment strategies and specialized services, including insurance-sensitive solutions and portfolio overlays.

We also provide dedicated marketing and distribution support resources to insurers. It’s our goal to develop a strong partnership with you as we work together to deliver better outcomes for your clients.

Advisor and Broker Resources

AB offers a suite of programs through our AB Advisor Institute that are designed to improve financial advisors’ practices and client outcomes. Current suite of Advisor Institute programs include: 

PDF
How to Tell the Story of a Great Investment Idea
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Skills for the New Normal: Preparing for Re-entry
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A Higher Standard of Care: The Future of Financial Services
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The Effective Client Review
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Downshift: Strategies for Managing Client Experiences in a Mature Market

Investment Solutions

Expertise on investment strategies and services helps financial advisors provide better outcomes for their clients 

Capital Markets Outlook

AB delivers thoughtful perspectives on evolving capital markets events, patterns and trends that are shaping risks or opportunities. 

Investment Insights

Timely content connects market intelligence and perspectives to actionable investment strategies. 

Market Insights
Designing Efficient Income…for Life

With less-than-inspiring prospects for market returns, investors face a stiff challenge in generating efficient income while still bestowing a legacy at the end of retirement. Reaching beyond traditional market building blocks to embrace the income-generating power of annuities could go a long way toward tackling the income challenge.

Market Insights
The Fixed Index Annuity

With a challenging market expected ahead, the classic 60/40 stock/bond strategy will likely struggle to build wealth and fund retirement spending for investors. Allocating some traditional core bond exposure to a fixed index annuity could change the game. 

Research

AB’s unique combination of expertise, insights and global reach allows us to anticipate and advance the interests of your clients around the world

Meet The Team

Partnering with You

Our insurance-industry experts can deliver a wide range of investment solutions and resources designed for your needs, working with you to help your clients. 

Central Region

John Skahan

Managing Director—Head of US Insurance Field Sales
(612) 817 1518

Northeast Region

Jim Bracken

Regional Insurance Specialist
(516) 382 4159

East Region

Sam Mari

Regional Insurance Specialist
(201) 401 1099

Southeast Region

Matt Nordhagen

Regional Insurance Specialist
(763) 244 7294   

Home Office

Mark Gleason

Index Specialist
(629) 213 5737

Home Office

Reed Ward

Product Analyst

More About AllianceBernstein

We work every day to earn our clients’ trust, whether they’re individual investors or the world’s biggest institutions. By tapping a global network of diverse perspectives, we design innovative solutions tailored to meet investors’ unique needs and seeking to deliver the performance they expect. 

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