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Showing 9 Results of 170

Case Study

Chuck Failla Utilizes DPL's Annuity Rescue+ Process to Transition His Clients

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

How Fixed Index Annuities with Increasing Income Options Work for Spencer Hall

Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

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...

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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Article

The Perplexing Fascination with the 4% Rule

Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...

Webinar

DPL + RISA: Delivering Better Outcomes For Clients and Firms

Sep 08, 2022
DPL has long believed that advisors need a tool to help them understand clients’ retirement...
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Webinar

Using Annuities to Manage Risk

Jul 13, 2022
Today’s market conditions have exposed the shortcomings of an investments-only total return strategy, especially for...
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Podcast

Barron's Advisor: The Way Forward Podcast- Guaranteed Income in a Time of Heightened Volatility

Jun 27, 2022
David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider Commission-Free...

Video

Investment News RIA Labs: Fee Based Everything

Jun 13, 2022
This RIA Lab replay explores the many options available that allow RIAs to deliver a...

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