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Strategic Financial Planning & Modeling with Commission-Free Structured Variable Annuities

Learn how strategically leveraging SVAs within an overall portfolio can help improve your holistic financial plan.

Here’s What You’ll Learn:

  • How current market conditions can impact retirement portfolios
  • How SVAs can provide customized levels of both upside potential and downside protection
  • Implementation and modeling examples within client financial plans

Strategic Financial Planning & Modeling with Commission-Free Structured Variable Annuities

Learn how strategically leveraging SVAs within an overall portfolio can help improve your holistic financial plan.

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 04, 2022
Vice President of Member Success, Tim Rembowski, explains how insurance companies can provide great rates...

Video

Jun 08, 2022
Vice President of Business Development, Sam Johnson, shares how DPL works with its carrier partners...

Video

Jun 10, 2022
Vice President of Business Development, Sam Johnson, shares how DPL partners with carriers to continue...

Webinar

Mar 03, 2022
Bonds have long been a crucial component of client portfolios, but with interest rates at...

Webinar

Oct 28, 2021
Bonds no longer can be relied upon to provide sufficient retirement income....now what? With traditionally...

Webinar

Oct 27, 2021
Protecting client assets, transitioning them to retirement, and generating efficient income each pose challenges to...

Webinar

Jul 29, 2021
In this follow-up to DPL’s popular “Annuities 101” presentation, DPL Founder & CEO David Lau...

DPL


©2023 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.