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Resources

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Showing 9 Results of 512

Webinar

Modern Solutions for Long-Term Care Planning

Aug 24, 2023
Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...
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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...
Ben Mattlin

The Ins And Outs Of The '1035 Exchange'

Aug 04, 2023
Under Section 1035 of the Internal Revenue Service code, certain insurance contracts can be exchanged...

Article

Harnessing the Power of Annuities in Your Financial Plan: An Overview

Aug 02, 2023
Creating a comprehensive financial plan involves careful consideration of your financial goals and the appropriate...

Article

What is an Annuity and How Does it Work?

Jul 17, 2023
What is an annuity? An annuity is an insurance product designed to provide guaranteed lifetime...

Podcast

Investors First Podcast: Insurance, Annuities & The Outsourced Chief Insurance Officer with David Lau, DPL & Dr. Wade Pfau, RISA

Jul 13, 2023
Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating...

Podcast

Aging with Grace: Understanding Income vs. Assets in Retirement

Jul 11, 2023
Make sure your retirement can generate income for life. Willie Jones from DPL Financial Partners...
Aaron Levitt

Fixed Annuities: Why Financial Advisors Should Embrace This Bond Alternative for Stable Returns

Jun 08, 2023
For many investors, bonds are supposed to represent safety. Investors understand that stocks are volatile...

Podcast

Aging with Grace: Season 3 | Episode 6

May 31, 2023
David Lau, founder, and CEO of DPL Financial Partners, returns to discuss the benefits of...

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