Whether it's simply maximizing fee savings or providing efficient income or principal protection, DPL's annuity solutions are designed to deliver value to your client.
Clients often buy annuities because they want the peace of mind of guaranteed income. Provide the income stream they need through a Commission-Free product.
Manage your clients' assets, eliminate a competitive relationship with another advisor, enhance your clients' financial plans and potentially grow AUM.
Annuity Rescue+ Products
| Type | Summary |
|---|---|
| Fixed Index Annuity | Fixed index annuities are tax-deferred insurance products that provide market upside, while protecting principal from market losses. Assets are allocated into indices that are designed to replicate market performance. These fixed index annuity indices are typically accompanied with cap rates, spreads, or participation rates. |
| Variable Annuity | Variable annuities are tax-deferred insurance contracts with an underlying value that fluctuates based on the performance of the underlying investments. These products often offer insurance benefits such as guaranteed income or a death benefit. The ability to annuitize assets into a guaranteed lifetime income stream is the fundamental feature that qualifies a... |
