Bonds have long been a crucial component of client portfolios, but with interest rates at historic lows, advisors are looking beyond traditional strategies to reduce risk and potentially improve portfolio performance. As a Black Diamond client, you have access to a variety of tools and solutions through the Advent Insurance Marketplace Powered by DPL to address these fixed income challenges.
Watch this webinar to learn:
- How today’s interest rates can impact retirement plans, and what to expect moving forward
- Demonstration of new income comparison and modeling tools available to you through the Advent Insurance Marketplace Powered by DPL
- How to use Commission-Free annuities as a fixed income allocation for yield and risk mitigation
Featured Speakers
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors utilize insurance in a variety of new ways for clients. Jonathan combines extensive knowledge of Commission-Free annuity and insurance products with expertise in RIA practice management and technology to enable RIAs to efficiently implement insurance in their practices. Jonathan holds his Series 6 and 63, and Kentucky Life Insurance License.
Ross McGoodwin is passionate about sharing his knowledge of insurance products with fiduciary advisors, helping them to understand how today's no-load, low-cost solutions can be used to deliver greater value to clients' financial plans. Before joining DPL Financial Partners, he distributed insurance products in the RIA channel for a national carrier. Ross holds his Series 6 and 63, and Kentucky Life Insurance License.
Using Annuities For Fixed Income
Bonds have long been a crucial component of client portfolios, but with interest rates at historic lows, advisors are looking beyond traditional strategies to reduce risk and potentially improve portfolio performance. As a Black Diamond client, you have access to a variety of tools and solutions through the Advent Insurance Marketplace Powered by DPL to address these fixed income challenges.
