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With historically low interest rates and ongoing market volatility, it may be time to look beyond traditional methods of protected asset accumulation and income generation. And there are commission-free solutions designed expressly for RIAs—available to you now.
CEO and Founder of DPL Financial Partners, David Lau, discusses:
- How fixed indexed annuities can be used for principal protection and income
- How variable annuities can be leveraged for accumulation and income potential
- Strategies for protecting gains from bonds and converting to income with an annuity
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. Mr. Lau has expertise in financial services, sales, marketing, technology and operations.
Annuity Strategies You Can Employ for Your Clients Today
With historically low interest rates and ongoing market volatility, it may be time to look beyond traditional methods of protected asset accumulation and income generation. And there are commission-free solutions designed expressly for RIAs—available to you now.
