“We have found RIAs to be highly interested in no-load versions of both hybrid life and annuity products with a long-term care benefit,” says David Lau, founder and CEO of DPL Financial Partners, an insurance firm in Louisville, Kentucky, that is developing such contracts. “Annuity products with LTC riders, particularly the fixed annuities, generate interest from RIAs because they are less complicated than the life versions.”
Chad Smedley brings twenty years of experience in the IT industry to his role as Director of IT for DPL. He started his ca
Annuities are looking better than they have in years, thanks to rising interest rates. Yields and guarantees are...
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need