Skip to main content

Solving for Sequence of Returns Risk

February 07, 2019

DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need to consider sequence of returns risk in the financial planning process.

Solving for Sequence of Returns Risk

DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need to consider sequence of returns risk in the financial planning process.

How DPL helps RIAs address clients’ two biggest concerns
Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

Advisors Who Viewed This Also Viewed

Article

Jul 30, 2020

The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...

Video

Jun 25, 2020

Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

Jun 25, 2020

David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Video

Jun 08, 2020

DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be...

Webinar

May 20, 2020
Advisor interest in no-load products continues to grow and technology makes it possible to model...

Webinar

May 13, 2020
Dimensional’s Head of Insurance, Matt Cobb, VP of Global Client Group, Leigh Jedeikin, and DPL...

Webinar

Mar 28, 2019
David Lau, DPL Founder and CEO, and Joe Wittrock, Senior Vice President and Chief Investment...

Webinar

Jul 09, 2019
David Lau, Founder & CEO of DPL Financial Partners, and Mike Haney, Senior Vice President...

Webinar

May 06, 2020
Often, a prospective client will come in the door owning one or more commission-based annuities...

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.