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Showing Results of 202

Podcast

Aging with Grace: Season 3 | Episode 6

May 31, 2023

David Lau, founder, and CEO of DPL Financial Partners, returns to discuss the benefits of...

Podcast

WealthTech on Deck: Driving Disruption in the Insurance Industry with David Lau

May 02, 2023

Comfort is the enemy of progress, especially in business. Adapting to new models and driving...

Podcast

Aging with Grace: Season 3 | Episode 5

Apr 14, 2023

David Lau, Founder and CEO of DPL Financial Partners, returns to Aging with Grace 55+...

Podcast

Aging with Grace: Season 3 | Episode 3

Feb 15, 2023

David Lau, Founder and CEO of DPL Financial Partners, returns to share his insights on...

Podcast

That Annuity Show Episode 181: Diversification Isn’t a Risk Management Plan Anymore with David Lau

Feb 10, 2023

The use of annuities by RIAs continues to grow. David Lau, one of the leading...

Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

Jan 30, 2023

Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Case Study

Jamie Upson Uses Annuities to Help Mitigate Risk in Client Portfolios

Jan 30, 2023

Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

The Retirement Income Style Awareness (RISA) Profile: Planning

Jan 25, 2023

Using RISA as a first step in the planning process As a holistic financial planner...

Case Study

The Retirement Income Style Awareness (RISA) Profile: Validating

Jan 25, 2023

Using RISA to validate existing plans Market volatility can be a wakeup call for financial...

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