October 18, 2023
A new survey published by DPL Financial Partners may give registered investment advisors who normally shun annuities a reason to pause and reconsider.
According to the results, which were shared this week during a webcast hosted by David Lau, founder and CEO of DPL Financial Partners, and David Blanchett, managing director and head of retirement research at PGIM DC Solutions, advisors’ use of annuity products can boost both client outcomes and firm performance.
As Lau emphasized, understanding the affects of annuity use on client behaviors and financial outcomes was a top goal of the survey, which involved nearly 400 advisors who use DPL’s commission-free annuity platform — 91% of whom were independent RIAs...