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How DPL Helps Advisors Find Value in Clients’ Existing Annuity Policies

February 08, 2019

DPL Consultant Jeff Rancourt has been analyzing clients’ legacy annuity policies for more than a decade. Here he talks about what he looks for to determine if the policy is a good fit for the client’s needs or if an alternative may deliver more value.

How DPL Helps Advisors Find Value in Clients’ Existing Annuity Policies

DPL Consultant Jeff Rancourt has been analyzing clients’ legacy annuity policies for more than a decade. Here he talks about what he looks for to determine if the policy is a good fit for the client’s needs or if an alternative may deliver more value.

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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.

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