Resources

Showing Results of 22

Article

Common RIA Misconceptions about Annuities

Jul 01, 2019

Read about the common misconceptions RIAs have about annuities, and the truth behind them.

Case Study

Insurance becomes an asset

May 15, 2019

Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs...

Webinar

Leveraging Insurance to Solve Important De-risking Problems

May 13, 2019

With the bull showing signs of ending, and a low (and possibly rising) interest rate...

Article

Finding a Better Retirement Income Solution

Feb 28, 2019

As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a...

Video

How DPL Helps Advisors Find Value in Clients’ Existing Annuity Policies

Feb 08, 2019

DPL Consultant Jeff Rancourt has been analyzing clients’ legacy annuity policies for more than a...

Video

Why DPL is a Fan of Annuities - Reason #3

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

Video

Why DPL is a Fan of Annuities - Reason #1

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

Video

How Commission-Free Annuities Serve RIAs

Feb 07, 2019

Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL...

Video

Why DPL is a Fan of Annuities - Reason #2

Feb 07, 2019

DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

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