Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients. For the past 18 years, he has served the RIA community, helping advisors navigate and understand the complexities of insurance products. Jason began his career at MassMutual, where he helped agents better understand life insurance and annuities. Jason holds his Series 6 and 63 in addition to his Connecticut Life Insurance License.
Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RI
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau...
DPL’s David Lau talks about the product development process for the RIA market.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
Sam Johnson is expert in ways commission-free insurance can be used to deliver value to investors. Sam has more than seven year