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Aug 21, 2025
Could annuities be the answer? U.S. annuity sales soar to a new record in the first half of 2025. 1 Increasing Fears Around Retirement Savings More Advisors, Investors turn to Annuities Annuities and Guaranteed Income It is estimated more Americans will turn 65 in 2025 than any other year in history...
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With over 25 years in the financial industry, Jason brings vast experience in helping grow and protect clients' assets as an annuity consultant. With a strong background in wealth management, retirement counseling, and wholesaling, he holds the Certified Wholesaling Consultant (CWC) credential.
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Sep 04, 2025
Annuities are often popular with retirees and those looking to retire because of the steady income stream they can provide. But annuities tend to come...
Video
Feb 03, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau debunk common myths about using annuities. In this videos they explore the misconception of insurance carriers going out of business.
Video
Feb 03, 2020
DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP talk about the common misconception of clients thinking that they won't receive much benefit from incorporating an annuity into their retirement strategy.
Video
Feb 03, 2020
When funding a retirement spending goal, there are 3 key ways to do so successfully. DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP, discuss this strategy.
Video
Feb 03, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau dig into reasons why using only bonds to fund retirement spending is inefficient.
Video
Feb 03, 2020
DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to explain why waiting for interest rates to increase before investing in an annuity may not be an effective strategy.
Video
Feb 03, 2020
DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to talk about why many feel that annuities are complex and why it's important to gain more knowledge about annuities.
Video
Feb 03, 2020
DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP, discuss the best ways to use a variable annuity for retirement income.