In this latest installment of Office Hours, DPL Financial Partners joins Avantis to discuss using low-cost, Commission-Free annuities as a fixed income allocation.
Discussion topics include:
- Avantis’ decision to partner with Barclays to create an index designed to work well for fee-based advisors
- An overview of the FIA structure and how it could be used to complement an existing allocation of stocks and bonds
- How DPL partners with fee-based advisors and where they are seeing advisors implement these solutions into their practices
Featured Speakers
Eduardo Repetto
Chief Investment Officer Avantis Investors
David Lau
Founder & CEO DPL Financial Partners
Tim Rembowski
VP, Member Success DPL Financial Partners
Avantis Office Hours with DPL | Understanding the Fixed Index Annuity
In this latest installment of Office Hours, DPL Financial Partners joins Avantis to discuss using low-cost, Commission-Free annuities as a fixed income allocation.