Showing 9 Results of 47
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Oct 14, 2025
Questions to start the process As the autumn air turns crisp, it’s a good time...
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Sep 24, 2025
A three-step strategy for a more confident retirement. Many Americans save for a dream retirement...
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Aug 21, 2025
Could annuities be the answer? U.S. annuity sales soar to a new record in the...
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Jul 17, 2025
From financial freedom to legacy planning, annuities can help retirees without children achieve their retirement...
Article
Jun 10, 2025
For annuities purchased in the past 20 years, it’s time to do some comparison shopping...
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May 22, 2025
Annuities offer a haven in volatile times. Many people love white-knuckle thrills. Tales of zombie...
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Apr 15, 2025
A 2022 law makes it possible for annuities to deliver guaranteed income and tax relief...
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Mar 17, 2025
Multi-year guaranteed annuities help protect savings when markets are volatile, while delivering compelling returns and...
Article
Feb 20, 2025
If you ask retirees who receive income from an annuity why they purchased the product...
Article
Jan 15, 2025
Chances are, somebody at some point has tried to dissuade you from even considering an...
Article
Dec 06, 2024
2024 was a watershed year for annuities – and that’s likely to continue. When people...
Article
Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...
Article
Oct 24, 2024
Survey Key Findings DPL Financial Partners conducted a survey of financial professionals to measure sentiment...
Article
Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...
Article
Sep 18, 2024
Remember when the Federal Reserve started bumping its benchmark interest rate in 2022 to help...
Article
Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...
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Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note...
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May 10, 2024
Annuities can help reduce risks associated with longevity and cognitive decline. Note: This is the...
Article
Apr 15, 2024
When investors are nervous about the future, annuities can provide protection and peace of mind...
Article
Mar 14, 2024
Sure, annuities can deliver guaranteed retirement income, but they can do a lot more. Annuities...
Article
Feb 14, 2024
In 2023, Major League Baseball implemented rule changes designed to improve the game for players...
Article
Jan 16, 2024
Annuities deliver guaranteed retirement income, but misconceptions hold some people back. 1 Many people who...
Article
Dec 11, 2023
Brokers and financial advisors offer different services, compensation models and standards of care. We all...
Article
Nov 17, 2023
Misconception #1: “I won’t run out of money — I don’t want or need guaranteed...
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Nov 13, 2023
Guaranteed lifetime income can play a valuable role in a retirement plan, providing a predictable...
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Oct 17, 2023
The financial advising profession continues to evolve with a growing focus on more holistic planning...
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Oct 12, 2023
Planning for a financially secure retirement involves making informed decisions about how to source sustainable...
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Sep 18, 2023
When it comes to retirement planning, annuities can be a valuable tool. They can offer...
Article
Sep 01, 2023
In a complex financial landscape, consumers seeking financial advice need someone they can trust without...
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Aug 24, 2023
Retirement is a time to relax, enjoy your hobbies, pursue new interests, and spend time...
Article
Aug 02, 2023
Creating a comprehensive financial plan involves careful consideration of your financial goals and the appropriate...
Article
Jul 17, 2023
What is an annuity? An annuity is an insurance product designed to provide guaranteed lifetime...
Article
Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...
Article
Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...
Article
Aug 13, 2021
What's Behind The Boom In Annuity Sales? In the second quarter of 2021, annuity sales...
Article
Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...
Article
Dec 28, 2020
With all the changes 2020 brought and a new year around the corner, it may...
Article
Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to...
Article
Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...
Article
Jan 23, 2020
WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated...
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Oct 28, 2019
ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what...
Article
Jul 01, 2019
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
Article
Jun 25, 2019
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...
Article
Feb 07, 2019
Financial Advisor Retirement Paycheck No-Brainer Imagine if you had to replicate—at an individual client level—every...
Article
Oct 25, 2018
Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners...