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Resources

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Showing 9 Results of 19

Webinar

Streamline Practice Management with Orion + DPL

Oct 08, 2024
Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage...
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4681080

Webinar

Maximizing Federal Estate Tax Exemption: Strategic Insights for Advisors

Sep 12, 2024
With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...
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4674870

Webinar

Annuities 101: How to Use Commission-Free Annuities to Strengthen a Financial Plan

Sep 02, 2024
Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver...
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4700087
Person using notebook.

Webinar

Unlocking the Power of Modern Annuities in a Changing Rate Environment

Jul 25, 2024
Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think...
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4633940

Webinar

Run the Numbers: How to Find Annuities to Most Efficiently Meet an Income Need

Jul 24, 2024
As a fiduciary, you know how important it is to help your clients achieve a...
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4658063

Webinar

Run the Numbers: How to Compare Income from an Annuity to a Fixed Income Strategy

Jul 24, 2024
By now it’s old news – You may have heard from several Academics and financial...
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4658207

Webinar

Run the Numbers: How to Evaluate Existing Annuities vs. Commission-Free Options

Jul 24, 2024
Have you ever had a client ask for advice about a commission-based annuity sold to...
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4658228

Webinar

Repurposing Annuities to Strengthen a Financial Plan

May 23, 2024
Most advisors know the feeling when a client or prospective client walks into a meeting...
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Advanced Planning Strategies Webinar

Webinar

Advanced Planning Strategies to Attract and Retain Clients

Apr 23, 2024
Join us for an insightful webinar where we delve into innovative insurance strategies for your...
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4533261

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