In this follow-up to DPL’s popular “Annuities 101” presentation, DPL Founder & CEO David Lau will cover:
- How to evaluate and compare different types of annuity products
- How to consider annuities in a financial plan for accumulation and income purposes
- How these Commission-Free solutions stack up against traditional strategies
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. Prior to founding DPL in 2014, David served as COO and architect of Jefferson National, a leading insurance carrier focused on RIAs and fee-based advisors. Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank.
Annuities 201: How Annuities are Built & Strategic Use Cases
In this follow-up to DPL’s popular “Annuities 101” presentation, DPL Founder & CEO David Lau will cover:
