Filter By Type - Any -A Day at DPLArticleCase StudyPodcastPodcast SeriesVideoWebinarWhite Paper Filter by Audience - Any -For Your PracticeFor Your ClientsFor Carriers Filter by Topic - Any -AnnuitiesLife InsuranceRetirement IncomePrincipal ProtectionAnnuity Rescue+Legacy PlanningWealth AccumulationSequence of Returns RiskLongevity RiskWorking with BreakawaysWorking with DPL Sort by Publish Date Order Sort by Oldest FirstSort by Most Recent Showing Results of 81 Video A Day at DPL with David Blanchett | When to talk to clients about annuities Apr 30, 2020 In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations for... Video A Day at DPL with David Blanchett | Using annuities in a 401K plan Apr 20, 2020 David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau... Video A Day at DPL with David Blanchett | How to talk to clients about annuities Apr 07, 2020 DPL Founder and CEO, David Lau, and David M. Blanchett, Ph.D., CFA, CFP®, head of... Video David Lau's Perspective: The Story of My Father Mar 27, 2020 Clients' emotional attitudes towards their money is just as important as the actual dollars and... Video David Lau's Perspective: How Advisors Can Compete in a Commoditized Marketplace Mar 27, 2020 Founder and CEO of DPL Financial Partners, David Lau, explains why advisors should compete in... Video A Day at DPL with Wade Pfau | Annuities: Protected lifetime income & client peace of mind Mar 26, 2020 With an investments-only retirement strategy, it's hard to manage risk. Wade Pfau, Professor of Retirement... Video A Day at DPL with Wade Pfau | Good vs. bad annuities Feb 13, 2020 Wade Pfau, Professor of Retirement Income at The American College and DPL Founder and... Video A Day at DPL with Wade Pfau | Annuities vs. a total return approach to generate retirement income Feb 04, 2020 Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau discuss how the... Video A Day at DPL with Wade Pfau | How to allocate to an annuity Feb 04, 2020 Many advisors ask DPL about allocating to an annuity . Wade Pfau PhD, CFA, RICP shares his... Load More Become a member
