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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. 

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