Skip to main content

Leveraging Variable Annuities to Help Clients Recover from Market Volatility

Recent market disruption has likely impacted your clients’ retirement portfolios. For clients nearing retirement, the strategic utilization of a variable annuity could potentially help them recover—or even increase—their retirement income. 

DPL Financial Partners CEO and Founder, David Lau, and Team Lead, Tim Rembowski, discuss:

  • How current market conditions can increase sequence of returns risk and impact retirement income 
  • When and why to consider commission-free variable annuities 
  • Implementation examples within client financial plans 

Leveraging Variable Annuities to Help Clients Recover from Market Volatility

Recent market disruption has likely impacted your clients’ retirement portfolios. For clients nearing retirement, the strategic utilization of a variable annuity could potentially help them recover—or even increase—their retirement income. 

Advisors Who Viewed This Also Viewed

Video

Jun 03, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Video

Jun 01, 2022

Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

Jun 09, 2022

Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming...

Video

May 18, 2022

David Lau discusses the role of annuities in a retirement portfolio and why the 4%...

Video

May 19, 2021

DPL's Jonathan Barth explains how using Commission-Free annuities can help mitigate risk in a financial plan.

Video

Dec 03, 2020

As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...

Webinar

Oct 15, 2020
As interest rates remain near zero and the markets continue to swing, the outlook for...

Article

Aug 10, 2020

DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to see...

Article

Jul 30, 2020

The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.