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DPL Financial Partners Founder and CEO, David Lau, provides an introduction to Transamerica, our newest carrier partner, and their solutions for RIAs. Transamerica’s Kurt Brockman joins David to discuss how their advisory variable annuity can be effectively leveraged in a financial plan.
During this webinar, you’ll learn:
- What makes the Transamerica I-Share Variable Annuity unique
- How RIAs can employ Transamerica’s Commission-Free variable annuity in a holistic financial plan
- How to effectively utilize each of the annuity’s living benefits and for which type of client
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is Founder and CEO of DPL Financial Partners, the leading RIA insurance network that brings low-cost, commission-free insurance solutions from a variety of the nation's top carriers to RIA practices.
Kurt Brockman
Transamerica, VP Director, Institutional Insurance Solutions
Kurt is responsible for advisory product distribution, strategic relationships and third-party platform integrations at Transamerica. After joining Transamerica in 2008, he played a pivotal role in expanding the carriers service within the advisory space.
Understanding & Utilizing Transamerica’s I-Share Variable Annuity
DPL Financial Partners Founder and CEO, David Lau, provides an introduction to Transamerica, our newest carrier partner, and their solutions for RIAs. Transamerica’s Kurt Brockman joins David to discuss how their advisory variable annuity can be effectively leveraged in a financial plan.
