Skip to main content

Why stocks and annuities are the new "Plan A"

April 28, 2021

DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for clients who want to de-risk their portfolio and why using both investments and Commission-Free insurance can provide the best value for clients. 

Why stocks and annuities are the new "Plan A"

DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for clients who want to de-risk their portfolio and why using both investments and Commission-Free insurance can provide the best value for clients. 

A Day at DPL with Wade Pfau | Annuities vs. a total return approach to generate retirement income
A Day at DPL with Wade Pfau | Why bonds are least efficient way to fund retirement spending

Advisors Who Viewed This Also Viewed

Article

Aug 13, 2021

Every quarter, SRI releases annuity sales data. But this release was particularly surprising to some...

Webinar

Jul 29, 2021
In this follow-up to DPL’s popular “Annuities 101” presentation, DPL Founder & CEO David Lau...

Webinar

May 26, 2021
Knowing when and how to leverage Commission-Free and annuity solutions can improve financial outcomes for...

Video

May 03, 2021

DPL's Jonathan Barth explains

Video

May 13, 2021

RIA Consultant, Jonathan Barth, shares the difference that using Commission-Free insurance and annuities makes for a breakaway...

Video

May 19, 2021

DPL's Jonathan Barth explains how using Commission-Free annuities can help mitigate risk in a financial plan.

Video

May 05, 2021

DPL Consultant, Kyle Steveson, explains why more clients are turning to Commission-Free annuities for guaranteed...

Video

May 01, 2021

DPL's Kyle Steveson explains how advisors can use Commission-Free annuities for their clients' legacy planning...

Video

May 17, 2021

DPL Consultant, Kyle Steveson, shares why Commission-Free annuities fit in clients' financial plans to meet their goals. 

DPL


©2021 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.