Resources

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Article

Advisor Alert Newsletter

Aug 10, 2020

DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to see...

Webinar

Annuities 101: How & When to Use Commission-Free Annuities in a Holistic Financial Plan

May 20, 2020

Advisor interest in no-load products continues to grow and technology makes it possible to model...

Webinar

Understanding and Utilizing Pacific Life’s Variable and Fixed Indexed Annuities in a Holistic Financial Plan

Apr 23, 2020

DPL Financial Partners Founder & CEO David Lau and leaders from Pacific Life’s RIA Strategy...

Webinar

Utilizing Structured Variable Annuities for Principal Protection

Apr 15, 2020

Given the current market volatility, clients nearing retirement are understandably concerned about protecting their assets...

Webinar

Talking to Your Clients about Annuities and Secure Income

Apr 08, 2020

Your clients likely aren’t asking you for annuities by name but they may be asking...

Video

A Day at DPL with David Blanchett | How to talk to clients about annuities

Apr 07, 2020

DPL Founder and CEO, David Lau, and David M. Blanchett, Ph.D., CFA, CFP®, head of...

Webinar

Annuity Strategies You Can Employ for Your Clients Today

Apr 01, 2020

With historically low interest rates and ongoing market volatility, it may be time to look...

Video

David Lau's Perspective: The Story of My Father

Mar 27, 2020

Clients' emotional attitudes towards their money is just as important as the actual dollars and...

Video

A Day at DPL with Wade Pfau | Annuities: Protected lifetime income & client peace of mind

Mar 26, 2020

With an investments-only retirement strategy, it's hard to manage risk. Wade Pfau, Professor of Retirement...

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