Skip to main content

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

April 30, 2020

In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations for when and how to talk to clients about annuity solutions. David Blanchett explains how discussing annuity options with clients in the years leading up to retirement helps to mentally prepare them as they become closer to retirement. 

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

In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations for when and how to talk to clients about annuity solutions. David Blanchett explains how discussing annuity options with clients in the years leading up to retirement helps to mentally prepare them as they become closer to retirement. 

A Day at DPL with David Blanchett | Level setting with annuities
A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset
A Day at DPL with David Blanchett | The magnitude of failure

Advisors Who Viewed This Also Viewed

Video

May 27, 2022

DPL Consultant Ross McGoodwin discusses how financial advisors are shifting their mindset around Commission-Free insurance...

Video

May 18, 2022

David Lau discusses the role of annuities in a retirement portfolio and why the 4%...

Video

Dec 21, 2021

DPL Members, you can now access DPLU, an online educational platform built to expand your...

Video

Dec 06, 2021

Commission-Free annuities are designed to deliver greater benefits than commission-driven products, including lower costs, shorter...

Article

Aug 13, 2021

Every quarter, SRI releases annuity sales data. But this release was particularly surprising to some...

Case Study

Aug 03, 2021

Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, was searching for ways to...

Webinar

Jul 29, 2021
In this follow-up to DPL’s popular “Annuities 101” presentation, DPL Founder & CEO David Lau...

Video

Jul 06, 2021

Watch this short video to see why a career at DPL Financial Partners could be...

Webinar

May 26, 2021
Knowing when and how to leverage Commission-Free and annuity solutions can improve financial outcomes for...

DPL


©2022 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.