Skip to main content

David Lau's Perspective: The Story of My Father

March 27, 2020

Clients' emotional attitudes towards their money is just as important as the actual dollars and cents. Founder and CEO of DPL Financial Partners, David Lau, tells us about his father's success with investing in an annuity for his peace of mind in retirement.

David Lau's Perspective: The Story of My Father

Clients' emotional attitudes towards their money is just as important as the actual dollars and cents. Founder and CEO of DPL Financial Partners, David Lau, tells us about his father's success with investing in an annuity for his peace of mind in retirement.

David Lau’s Perspective: Product Distribution in the RIA Channel
David Lau’s Perspective: Product Development for the RIA Market
David Lau's Perspective: Billing on Insurance

Advisors Who Viewed This Also Viewed

Video

Jun 25, 2020

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

Video

Jun 25, 2020

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

Webinar

Jun 11, 2020
DPL Financial Partners Founder and CEO, David Lau, provides an introduction to Transamerica, our newest...

Video

Jun 08, 2020

DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be...

Webinar

Mar 28, 2019
David Lau, DPL Founder and CEO, and Joe Wittrock, Senior Vice President and Chief Investment...

Webinar

Apr 29, 2020
Recent market disruption has likely impacted your clients’ retirement portfolios. For clients nearing retirement, the...

Video

May 12, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

Video

Apr 20, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau...

Video

May 18, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

DPL


©2020 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.