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Annuities for Legacy Planning

June 10, 2022

Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities in client plans reduces the legacy portion of the portfolio.  

Annuities for Legacy Planning

Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities in client plans reduces the legacy portion of the portfolio.  

Commission-Free Annuity vs. Permanent Life Insurance for Retirement Strategy
Real World Case Study: Buy-Sell Agreement
Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

Case Study

Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

Video

Jun 04, 2022
Vice President of Member Success, Tim Rembowski, explains how insurance companies can provide great rates...

Video

May 26, 2022
DPL’s Lead Consultant, Nicole Benz, shares how financial advisors can utilize Commission-Free annuities to exchange...

Video

Jun 03, 2022
DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members can leverage solutions in the MYGA...

Video

Dec 07, 2021
Dependent on your client's specific goals and time horizon, some products may provide better payouts...

Webinar

Dec 05, 2019
Learn how the tax-advantaged and unique design of Commission-Free private placement annuities and life insurance...

Video

May 06, 2020
In this short video, David Blanchett addresses the importance of guaranteed income and his belief...
David Lau, Founder and CEO

Video

Mar 27, 2020
Retirees' emotional attitudes towards their retirement nest eggs are just as important as the actual...

DPL


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