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Advisor Revelations Podcast

This podcast series features stories from advisors across the country. You'll gain insights that can help you find the right solutions for your clients while growing firm AUM.

*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.

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In this episode, DPL’s Willie Jones talks with DPL Consultant Scott Spurlock about using Commission-Free Fixed Index annuities (FIAs) to possibly address client concerns over long-term care, an issue at the forefront for retirees due to the ever-increasing cost of healthcare.

As people are living longer, and the cost of healthcare continues to skyrocket, addressing these fears is an essential part of an advisor's job.

Making the big transition into a RIA (Registered Investment Advisor) isn’t easy for a firm or its clients, especially given the changing landscape of annuities. But with the right help, that transition can be seamless and beneficial to both with DPL's team and Commission-Free solutions.

Commission-Free Registered Index-Linked Annuities, also known as buffer annuities, have become a popular solution to address investor concerns over inflation, market volatility, and the ongoing situation in Ukraine. As 10,000 people retire every day, de-risking the portfolio is becoming a crucial part of an advisor’s job. 

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To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.

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DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

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