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Your clients likely aren’t asking you for annuities by name but they may be asking about principal protection and secure retirement income—two benefits annuities are designed to deliver.
During this webinar, DPL Financial Partners CEO and Founder, David Lau, will discuss:
- Which clients can potentially benefit from a commission-free annuity
- When is the right time to start talking about retirement income with your clients
- How to start the annuity conversation and how DPL can help
Featured Speakers
David Lau
Founder & CEO
David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. Mr. Lau has expertise in financial services, sales, marketing, technology and operations.
Talking to Your Clients about Annuities and Secure Income
Your clients likely aren’t asking you for annuities by name but they may be asking about principal protection and secure retirement income—two benefits annuities are designed to deliver.
