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With historically low interest rates and ongoing market volatility, now is the time to look beyond traditional methods of protected asset accumulation and efficient income generation for your clients. Do you know about the new breed of Commission-Free solutions designed expressly for RIAs, available to you now?
DPL Financial Partners' Founder and CEO, David Lau, will discuss:
- 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 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.
Annuity Strategies You Can Employ Today
With historically low interest rates and ongoing market volatility, now is the time to look beyond traditional methods of protected asset accumulation and efficient income generation for your clients. Do you know about the new breed of Commission-Free solutions designed expressly for RIAs, available to you now?
