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Showing 6 Results of 42

Article

Looking for Predictability in an Unpredictable World?

May 22, 2025
Annuities offer a haven in volatile times. Many people love white-knuckle thrills. Tales of zombie...

Article

How Annuities Can Help In An Election Year

Apr 15, 2024
When investors are nervous about the future, annuities can provide protection and peace of mind...

Podcast

Aging with Grace: Huge Growth in Annuities and Social Media for Seniors

Jan 15, 2024
David Lau, Founder & CEO of DPL Financial Partners, joins Dale Josey on Aging with...

Podcast

Aging with Grace: Protecting Retirement Income

Aug 04, 2023
Pensions have become a thing of the past. Getting a gold watch at retirement is...

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+...

Case Study

Using FIAs to Generate Guaranteed Income with Tim Brown

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Podcast

Aging With Grace: Season 2 | Episode 11

Oct 18, 2022
Listen as host of the Aging with Grace 55+ podcast interviews DPL's Founder and CEO...

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...

Podcast

Aging With Grace: Season 2 | Episode 10

Jun 27, 2022
In this episode, Dale Josey interviews the founder and CEO of DPL Financial Partners about...

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...

Video

Low Interest and High Inflation – Solve: Commission-Free Annuities

Jun 09, 2022
Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming...

Video

How to Use DPL’s Annuity Product Discovery Calculators

Jun 07, 2022
Vice President of Member Success, Tim Rembowski, explains how the DPL Product Discovery Tools help...

Video

Commission-Free Annuity vs. Fixed Income for Retirement Strategy

Jun 06, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members can solve for under- performing fixed...

Podcast

Talk Your Book: Rethinking the 4% Rule

May 02, 2022
Wade Pfau, Professor of Retirement Income at The American College, and CEO and Founder of...

Video

How annuities generate income without taking on portfolio risk

May 19, 2021
DPL's Jonathan Barth explains how using Commission-Free annuities can help mitigate risk in a financial...

Video

DPL's Advisor Podcast Series

May 15, 2021
Listen to DPL's newest advisor podcast series; Advisor Revelations and A Day at DPL. You...

Video

Why stocks and annuities are the new "Plan A"

Apr 28, 2021
DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for...

Article

Why the Insurance Industry Needs to Evolve and Why Now

Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...

Article

Q3 Advisor Alert Newsletter

Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to...
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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...
David Lau, Founder and CEO

Video

David Lau's Perspective: The Story of My Father

Mar 27, 2020
Retirees' emotional attitudes towards their retirement nest eggs are just as important as the actual...

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...

Video

A Day at DPL with Wade Pfau | Consumer attitudes about annuities

Feb 04, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau explore some of...

Video

A Day at DPL with Wade Pfau | How a fixed index annuity works

Feb 04, 2020
Understanding how a fixed index annuity works can get a little confusing. Wade Pfau PhD...

Video

A Day at DPL with Wade Pfau | Annuities vs. a total return approach to generate retirement income

Feb 04, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau discuss how the...

Video

A Day at DPL with Wade Pfau | Annuity misconceptions: the insurance carrier can go out of business

Feb 03, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau debunk common myths...

Video

A Day at DPL with Wade Pfau | How to use a variable annuity

Feb 03, 2020
DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP, discuss the best...

Video

A Day at DPL with Wade Pfau | Annuity misconceptions: I won't receive any benefit from an annuity

Feb 03, 2020
DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP talk about the...

Video

A Day at DPL with Wade Pfau | 3 Ways to fund retirement spending goal

Feb 03, 2020
When funding a retirement spending goal, there are 3 key ways to do so successfully...

Video

A Day at DPL with Wade Pfau | Safety-First Retirement Planning

Jan 28, 2020
DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to...

Video

A Day at DPL with Wade Pfau | The value of removing commissions from annuities

Jan 28, 2020
Wade Pfau, Professor of Retirement Income at The American College and DPL Founder and CEO...

Article

Just OK Is Not OK for Retirement Income

Jan 23, 2020
WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated...
READ THIS AT WEALTHMANAGEMENT.COM

Video

Real World Case Study: Providing fee-only secure income solutions

Dec 10, 2019
DPL Consultant Ross McGoodwin talks about how DPL can provide fee-only, secure income solutions for...

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

Article

Common RIA Misconceptions about Annuities

Jul 01, 2019
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
Download Common RIA Misconceptions

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...
David Lau

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...
David Lau

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...

Article

Time for RIAs to Rethink Insurance

Oct 25, 2018
Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners...
READ THIS AT THINKADVISOR
Image of coins and hour glass

Article

4 Approaches To Managing Sequence Of Returns Risk In Retirement

Apr 12, 2017
4 Approaches To Managing Sequence Of Returns Risk In Retirement Attempting to sustain a fixed...
READ THIS AT FORBES

White Paper

Alpha, Beta, and Now…Gamma

Aug 28, 2013
When it comes to generating retirement income, investors arguably spend the most time and effort...

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