Showing 6 Results of 6
Leveraging Insurance to Solve Important De-risking Problems
With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies...
Understanding and Utilizing Buffer Annuities
Traditionally, financial professionals have de-risked portfolios by adjusting the ratio of equities to fixed income as...
Leveraging Guaranteed Income Through Commission-Free Insurance
Learn about the benefits of utilizing Commission-Free insurance solutions to meet your clients' retirement income needs...
Understanding and Utilizing Fixed Indexed Annuities
DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, discuss how an insurance...
Understanding and Utilizing Variable Universal Life
DPL Founder and CEO, David Lau, and TIAA’s Dennis Rupp, Director of Insurance Distribution for RIAs, offer insight...
Utilizing insurance in Fee-Only Practices
DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices...