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DPL Founder and CEO, David Lau, and David M. Blanchett, Ph.D., CFA, CFP®, head of retirement research for Morningstar’s Investment Management group discuss the importance of talking to clients about annuities. They also share tips on how to get the...

In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations for when and how to talk to clients about annuity solutions. David Blanchett explains how discussing annuity options with clients in the years leading up to...

In this short video, David Blanchett addresses the importance of guaranteed income and his belief that this “forgotten asset” should get more attention from advisors in the financial planning process.

David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the academic community, the value of using annuities for guaranteed income is a “no-brainer.” Many advisors, however, categorically dismiss...

David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau discuss the evolution of 401k plans and how they have become a default retirement savings vehicle. Hear their conversation about why they...

David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David Lau about how advisors often focus too much on the ‘probability of success’ of a financial plan rather than on metrics he believes are...