Showing of 359 Results for
May 16, 19
When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the RIA space, they were looking for “the flexibility and freedom to provide the best solutions for clients,” explained founder David Morrison. As the team made the...
May 13, 2019
With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies to re-balance over-weighted...
May 13, 2019
DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed insurance professional.
Feb 07, 2019
DPL's Tim Rembowski takes you through a real case where he worked with a member advisor to save his client money through a 1035 exchange of an existing variable annuity into a lower-cost product while also solving for the client’s retirement income...
Dec 05, 2018
Learn about the benefits of utilizing Commission-Free insurance solutions to meet your clients' retirement income needs.
Sep 13, 2018
Traditionally, financial professionals have de-risked portfolios by adjusting the ratio of equities to fixed income as clients approach retirement...
Jul 18, 2018
DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, discuss how an insurance company invests your client's...
May 29, 2018
DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices. Details include: Increasing availability of Commission...
May 15, 2019
DPL Senior Consultant Cody Williams talks about the level of commitment DPL’s carrier partners bring to serving the needs of the RIA market.