Skip to main content

A Day at DPL with David Blanchett | Level setting with annuities

May 18, 2020

David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the academic community, the value of using annuities for guaranteed income is a “no-brainer.”  Many advisors, however, categorically dismiss the products. Hear his discussion with David Lau about whether refusing to use an entire product category is truly in the best interest of clients.  

A Day at DPL with David Blanchett | Level setting with annuities

David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the academic community, the value of using annuities for guaranteed income is a “no-brainer.”  Many advisors, however, categorically dismiss the products. Hear his discussion with David Lau about whether refusing to use an entire product category is truly in the best interest of clients.  

A Day at DPL with David Blanchett | The magnitude of failure
A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset
A Day at DPL with David Blanchett | Using annuities in a 401K plan

Advisors Who Viewed This Also Viewed

Video

Sep 29, 2020

Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access...

Article

Jan 13, 2021

The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products are...

Video

Jan 13, 2021

DPL's Founder and CEO, David Lau, shares his excitement around securing capital from Eldride and...

Article

Dec 28, 2020

With all the changes 2020 brought and a new year around the corner, it may...

Webinar

Dec 03, 2020
Learn how strategically leveraging SVAs within an overall portfolio can help improve your holistic financial...

Webinar

Oct 05, 2020
Q3 2020 has brought new additions to DPL’s platform, multiple educational opportunities, and many other...

Webinar

Oct 01, 2020
Hear as Tim Rembowski, DPL Financial Partners Vice President, Member Success, explains how to help...

Webinar

Jul 30, 2020
DPL Financial Partners Founder & CEO David Lau and leaders from Midland National’s RIA Strategy...

Webinar

Jul 15, 2020
Annuities are changing. In just 5 years, the number of insurance carriers offering Commission-Free annuity...

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.