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Annuities 101: How & When to Use Commission-Free Annuities in a Holistic Financial Plan

Advisor interest in no-load products continues to grow and technology makes it possible to model, manage and bill on these assets from the advisor desktop.  Understanding when and where to position these powerful income and principal protection solutions in a financial plan, and how to implement annuities in a fee-only practice, helps RIAs differentiate themselves and the value they deliver to their clients.

Join DPL Founder and CEO, David Lau, and Team Lead, Tim Rembowski, for an educational webinar to learn: 

  • The types of Commission-Free annuities available and the benefits they can bring to clients
  • Academic support for using annuities for guaranteed income and principal protection for clients near and in retirement
  • How to match client needs with annuity product types, and what to compare when evaluating options
  • Product integrations in leading financial planning and portfolio management software
  • How to bill on these products  

Annuities 101: How & When to Use Commission-Free Annuities in a Holistic Financial Plan

Advisor interest in no-load products continues to grow and technology makes it possible to model, manage and bill on these assets from the advisor desktop.  Understanding when and where to position these powerful income and principal protection solutions in a financial plan, and how to implement annuities in a fee-only practice, helps RIAs differentiate themselves and the value they deliver to their clients.

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©2022 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.

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