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Learn how a fiduciary-friendly, Commission-Free alternative can potentially reduce costs while helping to satisfy goals in the client’s financial plan.
Discussions will include:
- How to help minimize large tax liabilities for a beneficiary through a tax-efficient spend down strategy
- When it may be appropriate to move existing annuities into low-cost guaranteed income products through a 1035 exchange and how to do it
- How and when to consider a competitive fixed rate strategy as an alternative to bonds for conservative clients
Featured Speakers
Tim Rembowski
Team Lead
Tim Rembowski is well-versed in how insurance can work for fee-based advisors. Tim is passionate about helping RIAs understand and leverage new commission-free insurance products as an investment asset for their clients. Before joining DPL Financial Partners, Tim worked in the RIA channel for four years distributing product for a national distributor.
Repurposing Existing Annuities to Meet Goals in the Financial Plan
Learn how a fiduciary-friendly, Commission-Free alternative can potentially reduce costs while helping to satisfy goals in the client’s financial plan.
