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A Day at DPL with David Blanchett | How to talk to clients about annuities

April 07, 2020

DPL Founder and CEO, David Lau, and  David M. Blanchett, Ph.D., CFA, CFP®, head of retirement research for Morningstar’s Investment Management group discuss the importance of talking to clients about annuities. They also share tips on how to get the conversation started. 

A Day at DPL with David Blanchett | How to talk to clients about annuities

DPL Founder and CEO, David Lau, and  David M. Blanchett, Ph.D., CFA, CFP®, head of retirement research for Morningstar’s Investment Management group discuss the importance of talking to clients about annuities. They also share tips on how to get the conversation started. 

A Day at DPL with David Blanchett | When to talk to clients about annuities
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A Day at DPL with David Blanchett | The power of Commission-Free annuities

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