Knowing when and how to leverage Commission-Free and annuity solutions can improve financial outcomes for your clients, and help grow your practice by delivering a differentiated, holistic client experience. Watch this webinar replay to learn the types of Commission-Free annuities currently available to fiduciary advisors; how to match client needs with annuity product types and what to compare when evaluating options.
Featured Speakers
David Lau is Founder and CEO of DPL Financial Partners, the leading RIA insurance network that brings low-cost, Commission-Free insurance solutions from a variety of the nation's top carriers to RIA practices.
Ross McGoodwin shares his knowledge of insurance products with fiduciary advisors, helping them to understand how today's no-load, low-cost solutions can be used to deliver greater value to clients' financial plans. Ross holds his Series 6 and 63, and Kentucky Life Insurance License.
Annuities 101:How & When to Use Commission-Free Annuities in a Financial Plan
Knowing when and how to leverage Commission-Free and annuity solutions can improve financial outcomes for your clients, and help grow your practice by delivering a differentiated, holistic client experience. Watch this webinar replay to learn the types of Commission-Free annuities currently available to fiduciary advisors; how to match client needs with annuity product types and what to compare when evaluating options.
