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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
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.
Tim Rembowski
Team Lead, DPL Financial Partners
Tim is passionate about helping RIAs understand and leverage new commission-free insurance products as an investment asset for their clients. He holds his Series 6, Series 63 and Kentucky Life Insurance License.
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.
