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How DPL Helps Financial Advisors with 1-on-1 Client Cases

June 05, 2022

Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms to provide the best recommendations for improving existing annuities. 

How DPL Helps Financial Advisors with 1-on-1 Client Cases

Lead Consultant, Jonathan Barth, shares how the DPL team works through client cases with firms to provide the best recommendations for improving existing annuities. 

Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange
A Day at DPL with Wade Pfau | How to use a variable annuity
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DPL’s Lead Consultant, Ross McGoodwin, shares how DPL members can leverage solutions in the MYGA...