Filter By Type Filter by Type A Day at DPL Advisor Material Article Case Study Client Material Podcast Video Webinar White Paper Filter by Audience Filter by Audience For Your Practice For Your Clients For Carriers Filter by Topic Filter by Topic About DPL Annuities Breakaway Accelerator Program DPL Dashboard Membership MYGA Marketplace Retirement Planning Life Insurance Retirement Income Principal Protection Annuity Rescue+ Legacy Planning Wealth Accumulation Sequence of Returns Risk Longevity Risk Working with Breakaways Working with DPL Filter by Carrier Filter by Carrier Allianz American Life Ameritas Aspida Corebridge Financial Equitable Guaranty Income Life Insurance Company Integrity Life Jackson MassMutual Ascend Midland National® Pacific Life Protective Security Benefit TIAA Transamerica Sort by Publish Date Order Sort by Oldest First Sort by Most Recent Showing 9 Results of 65 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 How to Talk to Clients about Annuities Jun 10, 2022 Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share... 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 The Best Decumulation Strategies? Commission-Free Annuities. Jun 08, 2022 DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members are staying proactive in this low... Video How DPL Brings Innovative Annuity Products to Market Jun 08, 2022 Vice President of Business Development, Sam Johnson, shares how DPL works with its carrier partners... Video How DPL Educates Financial Advisors About Annuities Jun 08, 2022 Lead Consultant, Jonathan Barth, shares how the DPL team help financial advisors explore and understand... Video Annuity Myth: How DPL Improves Annuities for Advisors and Clients Jun 07, 2022 Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide... 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... Video Benefits of Annuities in the Financial Plan Jun 06, 2022 Lead Consultant, Jonathan Barth, shares how DPL’s team help financial advisors improve client cases with... Video How DPL Helps Financial Advisors with 1-on-1 Client Cases Jun 05, 2022 Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms... Video Annuity as a Litmus Test Jun 05, 2022 Founder and CEO of DPL Financial Partners, David Lau, explains why true fiduciaries should consider... Video How Black Diamond Members Leverage Commission-Free Annuities Jun 04, 2022 DPL’s Lead Consultant, Ross McGoodwin, shares how Black Diamond financial advisors can discover Commission-Free annuities... Video How DPL Helps Solve the Retirement Crisis Jun 03, 2022 Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is... Video Using RILAs for Upside Potential & Downside Protection Jun 01, 2022 DPL’s Lead Consultant, Ross McGoodwin, shares how financial advisors can leverage Commission-Free registered index-linked annuities... Video Annuities: A Packaged Income Stream for Retirement Jun 01, 2022 Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools... Video How Financial Advisors Think About Annuities Today May 27, 2022 DPL Consultant Ross McGoodwin discusses how financial advisors are shifting their mindset around Commission-Free insurance... Video Investment News Retirement Income Summit | David Lau May 18, 2022 David Lau discusses the role of annuities in a retirement portfolio and why the 4%... Video The Avantis Barclays Volatility Control Index Jan 11, 2022 In this video, DPL's David Lau announces an innovative asset allocation option for RIAs. DPL... Video The Era of Low Interest Rates Dec 10, 2021 DPL's Founder and CEO, David Lau, explains what this era of low interest rates means... 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 Benefits of Structured Variable Annuities May 13, 2021 Senior Consultant, Willie Jones, explains why Structured Variable Annuities, also known as Buffer Annuities, can... Video Why annuities belong in a 401K plan May 13, 2021 DPL's David Lau explains why he believes annuities belong in a 401(K) plan and how... Video DPL's Mission to Drive a Market for Advisor and Client Success May 13, 2021 Founder and CEO, David Lau, describes the mission-driven nature of DPL and how the team... Video How Commission-Free insurance benefits breakaway advisors May 13, 2021 RIA Consultant, Jonathan Barth, shares the difference that using Commission-Free insurance and annuities makes for... 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... Video Just OK is Not OK Dec 03, 2020 As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and... Video SS&C Announces SS&C Advent Insurance Marketplace Powered by DPL Sep 29, 2020 Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access... Video A Day at DPL with David Blanchett | Retirement planning for younger clients Jun 25, 2020 Starting the conversation with younger clients about annuities and retirement income is easier than you... Video A Day at DPL with David Blanchett | Goal setting with clients Jun 25, 2020 David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with... Video A Day at DPL with David Blanchett | The power of Commission-Free annuities Jun 08, 2020 DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be... Video A Day at DPL with David Blanchett | Level setting with annuities May 18, 2020 David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the... Video A Day at DPL with David Blanchett | The magnitude of failure May 12, 2020 David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David... Video A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset May 06, 2020 In this short video, David Blanchett addresses the importance of guaranteed income and his belief... Video A Day at DPL with David Blanchett | When to talk to clients about annuities Apr 30, 2020 In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations... Video A Day at DPL with David Blanchett | Using annuities in a 401K plan Apr 20, 2020 David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau... 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... 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 | How to allocate to an annuity Feb 04, 2020 Many advisors ask DPL about allocating to an annuity . Wade Pfau PhD, CFA, RICP... 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 | Annuity misconceptions: never use an annuity if interest rates are low Feb 03, 2020 DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to... 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 | Annuity misconceptions: annuities are very complex Feb 03, 2020 DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to... 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 | Why bonds are least efficient way to fund retirement spending Feb 03, 2020 Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau dig into reasons... 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... Video Real World Case Study: Multi-Year Guaranteed annuity (MYGA) Jan 26, 2020 DPL Consultant Ross McGoodwin gives us a Real World Case Study about how an advisor... Load More Become a member
