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Learn how a fiduciary-friendly, Commission-Free alternative can potentially reduce costs while helping to satisfy goals in the client’s financial plan.

Discussions will include:

  • How to help minimize large tax liabilities for a beneficiary through a tax-efficient spend down strategy
  • When it may be appropriate to move existing annuities into low-cost guaranteed income products through a 1035 exchange and how to do it
  • How and when to consider a competitive fixed rate strategy as an alternative to bonds for conservative clients

Repurposing Existing Annuities to Meet Goals in the Financial Plan

Learn how a fiduciary-friendly, Commission-Free alternative can potentially reduce costs while helping to satisfy goals in the client’s financial plan.

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DPL


©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.

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

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