Financial services have been under immense pressure over the past few years. This is due to macroeconomic factors such as the Coronavirus pandemic, the Russia-Ukraine conflict, and rising interest rates. While the industry is facing a perfect storm of demographic, economic, and political headwinds, how can advisors de-risk and mitigate the sequence of return risks to help advisors manage and grow portfolios?
In this episode, Tim Rembowski is joined by Jonathan Barth, DPL's Regional Vice President of Member Success. Jonathan 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. Jonathan combines extensive knowledge of Commission-Free insurance products with his expertise in RIA practice management and technology.
Aiming to help DPL members find the best insurance solutions for their clients, Jonathan speaks with Tim about how financial firms evaluate new solutions and address current economic challenges, the strategies to help firms and AUM grow, and what to expect in 2023.
Key Takeaways
[01:37] - What most advisors think about 2022.
[04:36] - How financial firms find new solutions and address current challenges.
[10:25] - Why advisors are now looking into registered index-linked annuities.
[14:01] - How DPL solves advisors' problem of accessing quality products.
[16:30] - Jonathan's outlook for 2023.
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