Protecting client assets, transitioning them to retirement, and generating efficient income each pose challenges to advisors, especially as yield remains low and volatility increases. Designed with extensive input from the RIA community, Allianz has introduced Index Advantage Income ADV, a registered index-linked annuity designed to help solve for growth and income challenges.
Join DPL Financial Partners and Allianz as they introduce Allianz Index Advantage Income ADV to DPL’s Commission-Free solutions lineup. Topics of discussion include:
- How Allianz Index Advantage Income ADV was built to help RIAs address both accumulation and income challenges while de-risking the portfolio
- The advisor and client benefits from utilizing this first-of-its-kind solution
- Allocation considerations, additional features, and effective modeling within the financial plan and portfolio
Featured Speakers
David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. Prior to founding DPL in 2014, David served as COO and architect of Jefferson National, a leading insurance carrier focused on RIAs and fee-based advisors. Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank.
As the Vice President of Member Success, Tim helps RIAs understand and leverage new Commission-Free insurance products as an investment asset for their clients. Tim is responsible for the continued development of DPL’s Consultants, ensuring a uniform experience—and greater success—for DPL Members.
With over 25 years in the financial services industry, Heather Kelly has diverse experience in driving strategy, insurance integration, and growth in the insurance and advisory channels.
With more than 10 years of financial services industry experience, Greg works directly with RIAs to incorporate retirement income planning and insurance solutions within their financial planning process.
Solving for Growth and Income with Allianz Index Advantage Income ADV
Protecting client assets, transitioning them to retirement, and generating efficient income each pose challenges to advisors, especially as yield remains low and volatility increases. Designed with extensive input from the RIA community, Allianz has introduced Index Advantage Income ADV, a registered index-linked annuity designed to help solve for growth and income challenges.
