Hear as Tim Rembowski, DPL Financial Partners Vice President, Member Success, explains how to help clients turn accumulated assets into tax-efficient income.
During this webinar, we’ll cover:
- The benefits and potential tax liability of IOVAs
- How RIAs can leverage Commission-Free products to produce tax-efficient income
- When to utilize these solutions for your clients to help meet their goals
Featured Speakers
Tim Rembowski
Vice President of Member Success
Tim Rembowski, Vice President of Member Success, has spent his career helping RIAs understand and strategically use commission-free annuities and insurance to holistically serve clients and grow their firms. Tim works closely with DPL's internal teams to continually enhance members' experience through ongoing education and process support.
Turning Accumulated Assets into Efficient Income
Hear as Tim Rembowski, DPL Financial Partners Vice President, Member Success, explains how to help clients turn accumulated assets into tax-efficient income.
