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 Consultant Jeff Rancourt brings over 15 years experience to help RIAs grow their practices and better serve their clients through strategic partnership with DPL. 

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