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Showing 9 Results of 512

Podcast

Aging with Grace: Season 3 | Episode 3

Feb 15, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to share his insights on...

Podcast

That Annuity Show Episode 181: Diversification Isn’t a Risk Management Plan Anymore with David Lau

Feb 10, 2023
The use of annuities by RIAs continues to grow. David Lau, one of the leading...
Tara Siegel Bernard

For More Certainty in Your Retirement Portfolio, Consider Annuities

Feb 07, 2023
In a kinder universe, retirees wouldn’t need to worry about market volatility or outliving their...

Beware of Wall Street's Groundhog Predictions

Feb 02, 2023
When the famous groundhog is pulled from his burrow today to drop his meteorological insight...
Haley Cawthon

DPL Financial Partners hires exec to lead distribution

Feb 01, 2023
DPL Financial Partners has hired a new executive to lead its distribution efforts. The Louisville-based...
DPL Financial Partners

DPL Financial Partners hires exec to lead distribution

Jan 31, 2023
Former Prudential director to head up distribution team as membership grows LOUISVILLE, KY, Jan. 31...

Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Case Study

Jamie Upson Uses Annuities to Help Mitigate Risk in Client Portfolios

Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...
Jan 30, 2023

Using Annuities in Today's Market

Inflation. Volatility. Rising rates. If left unchecked, this triple threat to the portfolio can have

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