Premium

DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, discuss how an insurance company invests your client's money behind the scenes, and how to leverage FIAs in a fiduciary practice.

You will learn:

  • How Fee-Only FIAs address the traditional problems of long surrender periods and low cap rates
  • How to utilize FIAs as a bond replacement and to mitigate sequence of return risk
  • How client assets are invested in an insurance carrier's general account to deliver the benefits and protections of a FIA