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.

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A Day at DPL with Christine Benz

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.

A Day at DPL with Tamiko Toland: Viewing Annuities as an Asset Class

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.

A Day at DPL with Michael Finke

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.

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