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Showing 9 Results of 523

Case Study

Using FIAs to Generate Guaranteed Income with Tim Brown

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Case Study

Laura Powers Uses the Annuity Rescue+ Process to Transition 200+ Annuities

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...
DPL Financial Partners

DPL Financial Partners expands insurance offerings to address RIA member demand for more life, long-term care and disability options

Jan 24, 2023
Platform to offer “best available” products enabling RIAs to seamlessly expand their holistic offerings for...

Podcast

Retire With Style| Episode 48: How Contractual Income Solutions Fit in a Fee-Only World

Jan 17, 2023
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is...
Neal Templin

2 Annuities That Are Worth a Look Now

Jan 16, 2023
Rising rates have made annuities of all stripes more interesting investments, but two in particular...

Podcast

Tech It Up #13: Insights on Providing Holistic Financial Advice in Wealth Management

Jan 02, 2023
During this podcast episode, Ted Denbow, Vice President & Head of sales at RightCapital, Ross...
Vanya Horneff, Raimond Maurer & Olivia S. Mitchell

Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account

Jan 01, 2023
This paper investigates retirees’ optimal purchases of fixed and variable longevity income annuities using their...
David Lau

Reflecting Back on a Testing Year and Looking Ahead to 2023

Dec 27, 2022
The annuity market is booming and for good reason. The economic and market upheavals experienced...

Article

Inflation Knocks 4% Retirement Drawdown Rule

Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...
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