Sorry, you need to enable JavaScript to visit this website.

Resources

Filter, sort, and browse our knowledge base.

Showing 9 Results of 523

Article

Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know

Oct 28, 2019
ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what...
READ THIS AT THINKADVISOR
MELANIE WADDELL

Advisors' Advice: When Should Clients Exchange Variable Annuities?

Oct 01, 2019
The Internal Revenue Service allows clients to exchange one VA contract for a new one...

Podcast

The Money Savage Podcast

Sep 26, 2019
On this show, we talked about disrupting the life insurance and annuity markets through Commission-Free...
THE WEALTH ADVISOR

Allianz Life Receives Favorable IRS Ruling On Tax Treatment Of Fees From Annuities

Sep 23, 2019
WealthAdvisor Allianz Life Receives Favorable IRS Ruling On Tax Treatment Of Fees From Annuities (investmentnewsnet)...
PATRICK DONACHIE

New York’s New Annuity Rules

Sep 23, 2019
WealthManagement.com New York’s New Annuity Rules Do the new regulations out of the Empire State...
MICHAEL H. SAMUELS

The Future of Fintech Collaboration Defined by Data

Sep 19, 2019
WealthManagement.com The Future of Fintech Collaboration Defined by Data Fintech providers and RIAs looked into...
Image
CHRISTOPHER ROBBINS

Jackson National Suspends N.Y. Fee-Based Annuity Sales

Sep 05, 2019
Financial Advisor Jackson National Suspends N.Y. Fee-Based Annuity Sales Jackson National announced that it suspended...
LISA SHIDLER

IRS alleviates suffering of RIAs who use fee-based annuities by ending the need for an excruciating tax conversation that brought their own fees into focus

Sep 03, 2019
RIABiz IRS alleviates suffering of RIAs who use fee-based annuities by ending the need for...
BEN MATTLIN

Activating An Annuity’s Income

Sep 01, 2019
Financial Advisor Activating An Annuity’s Income They come in many varieties, with innumerable options and...

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.