Showing Results of 13
Case Study
Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...
Case Study
Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...
Case Study
Jan 25, 2023
Using RISA as a first step in the planning process As a holistic financial planner...
Case Study
Jan 25, 2023
Using RISA to validate existing plans Market volatility can be a wakeup call for financial...
Case Study
Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...
Case Study
Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...
Case Study
Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...
Case Study
Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...
Case Study
Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...