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Real World Case Study: Multi-Year Guaranteed annuity (MYGA)

January 26, 2020

DPL Consultant Ross McGoodwin gives us a Real World Case Study about how an advisor is using solutions from DPL to help clients and differentiate their firm.

Real World Case Study: Multi-Year Guaranteed annuity (MYGA)

DPL Consultant Ross McGoodwin gives us a Real World Case Study about how an advisor is using solutions from DPL to help clients and differentiate their firm.

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Real World Case Study: Multi-Year Guaranteed annuity (MYGA)

Case Study

Jan 25, 2023
Andrew Lippert, Founder & CEO of Simplified Wealth, uses the RISA to ensure all parts...

Case Study

Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...

Case Study

Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

Case Study

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...

Case Study

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

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

Case Study

Jan 24, 2023
Shannon Stone of Griffin Black, Inc. — an Independent RIA in CA — uses the...

Video

Dec 10, 2021
DPL's Founder and CEO, David Lau, explains what this era of low interest rates means...

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.

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