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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.

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

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.

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Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

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Vice President of Member Success, Tim Rembowski, shares how the DPL team helps various financial...

DPL


©2022 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.