Resources

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Video

A Day at DPL with David Blanchett | Retirement planning for younger clients

Jun 25, 2020

Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

A Day at DPL with David Blanchett | Goal setting with clients

Jun 25, 2020

David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Webinar

Understanding & Utilizing Transamerica’s I-Share Variable Annuity

Jun 11, 2020

DPL Financial Partners Founder and CEO, David Lau, provides an introduction to Transamerica, our newest...

Webinar

Leveraging Variable Annuities to Help Clients Recover from Market Volatility

Apr 29, 2020

Recent market disruption has likely impacted your clients’ retirement portfolios. For clients nearing retirement, the...

Webinar

Utilizing Structured Variable Annuities for Principal Protection

Apr 15, 2020

Given the current market volatility, clients nearing retirement are understandably concerned about protecting their assets...

Webinar

Annuity Strategies You Can Employ for Your Clients Today

Apr 01, 2020

With historically low interest rates and ongoing market volatility, it may be time to look...

Webinar

When It May Be Appropriate to Have an Annuity Within a Qualified Plan

Feb 27, 2020

A common misconception among advisors is that annuities should not be used within an IRA...

Video

A Day at DPL with Wade Pfau | Consumer attitudes about annuities

Feb 04, 2020

Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau explore some of...

Video

A Day at DPL with Wade Pfau | How to allocate to an annuity

Feb 04, 2020

Many advisors ask DPL about allocating to an annuity . Wade Pfau PhD, CFA, RICP shares his...

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