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Why stocks and annuities are the new "Plan A"

April 28, 2021

DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for clients who want to de-risk their portfolio and why using both investments and Commission-Free insurance can provide the best value for clients. 

Why stocks and annuities are the new "Plan A"

DPL's Jonathan Barth explains why stocks and bonds are no longer the best solution for clients who want to de-risk their portfolio and why using both investments and Commission-Free insurance can provide the best value for clients. 

A Day at DPL with Wade Pfau | Annuities vs. a total return approach to generate retirement income
A Day at DPL with Wade Pfau | Why bonds are least efficient way to fund retirement spending

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DPL Financial Partners does business in the state of California as DPL Insurance Solutions
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