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Showing 20 Results of 175

Case Study

How the MYGA Changed Retirement Planning for Nola Kulig

Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...

Case Study

How Tommy Martin Rediscovered the Power of Annuities

Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...

Case Study

Using FIAs to Generate Guaranteed Income with Tim Brown

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Case Study

Laura Powers Uses the Annuity Rescue+ Process to Transition 200+ Annuities

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Podcast

Retire With Style| Episode 48: How Contractual Income Solutions Fit in a Fee-Only World

Jan 17, 2023
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is...

Article

Inflation Knocks 4% Retirement Drawdown Rule

Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...
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Article

The Perplexing Fascination with the 4% Rule

Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...

Podcast

Aging With Grace: Season 2 | Episode 11

Oct 18, 2022
Listen as host of the Aging with Grace 55+ podcast interviews DPL's Founder and CEO...

Webinar

DPL + RISA: Delivering Better Outcomes For Clients and Firms

Sep 08, 2022
DPL has long believed that advisors need a tool to help them understand clients’ retirement...

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