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David Lau, Founder & CEO of DPL Financial Partners, and Mike Haney, Senior Vice President and Chief Risk Officer at Great American, will discuss how to securely fund retirement for your clients without the complications and risks that come with a total return strategy.

This webcast will cover how Index Protector 7, the FIA from Great American can:

  • Be employed as a fixed income allocation to provide potentially better performance and non-correlated downside risk
  • Generate income more efficiently and reliably than a safe withdrawal strategy
  • How client assets are invested in an insurance carrier's general account to deliver the benefits and protections of a FIA
  • How to implement Commission-Free FIAs in a fiduciary practice, including how to bill on these products

Using FIAs to Outperform Fixed Income

David Lau, Founder & CEO of DPL Financial Partners, and Mike Haney, Senior Vice President and Chief Risk Officer at Great American, will discuss how to securely fund retirement for your clients without the complications and risks that come with a total return strategy.

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DPL Financial Partners does business in the state of California as DPL Insurance Solutions
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