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Showing 9 Results of 512

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...
Apr 04, 2022

Issuing Your Annuity - Client Insights

From Application to Activation, our team can help. Learn how DPL makes issuing your annuity
DPL Financial Partners

DPL Financial Partners launches ‘DPL University’ for RIAs

Mar 29, 2022
New learning platform helps fee-only advisors integrate commission-free annuities and insurance solutions into their offering...
Mar 16, 2022

Repurposing Existing Annuities

Help optimize your clients’ financial plans by evaluating their existing annuity holdings for repurposing opportunities
Mar 16, 2022

MYGAs for Fixed Income

Since their introduction in the Commission-Free space, MYGAs (multi-year guaranteed annuities) have become one of
Michael Finke

How to Craft 'Super Roths' for Wealthy Clients

Mar 16, 2022
ThinkAdvisor How to Craft 'Super Roths' for Wealthy Clients What You Need to Know Insurance...
Mar 16, 2022

New Business FAQ

As a DPL Member, our company is committed to your success. Our team of Consultants
Mar 16, 2022

Strategic Use of Annuities

Help improve your clients’ financial plans by understanding where an annuity can provide specific benefits

Podcast

Benefits and Pitfalls of Annuities

Mar 14, 2022
In this episode of the Retire with Peace of Mind podcast, the team at Eclectic...

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