Skip to main content

A Day at DPL Podcast

This educational series explores industry trends and best practices, providing advisors like you with critical insights to better serve your clients and grow your business.

*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.

Displaying 1 - 3 of 11

In the newest episode of A Day at DPL Podcast, Christine Benz from Morningstar shares more on creating intelligent retirement portfolios, consumer retirement readiness and the latest findings in her recent white paper.

Hear as DPL's David Lau interviews Tamiko Toland, Director of Retirement Markets for Toronto-based CANNEX. They discuss best practices on how to talk to clients about annuities, the importance of understanding annuities for proper retirement planning, and top findings from the most recent Guaranteed Lifetime Income Study.

Listen as Michael Finke, Academic and Professor at the American College of Financial Services, shares his research on the psychology of retirees, the behavioral benefits annuities can provide, and best practices for generating guaranteed income for clients. 

Get Started

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

DPL


©2020 DPL Financial Partners, LLC. All rights reserved.

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

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.