Video file
David Lau, Founder & CEO of DPL Financial Partners, and Mike Haney, Senior Vice President and Chief Risk Officer at Great American, will discuss how to securely fund retirement for your clients without the complications and risks that come with a total return strategy.
This webcast will cover how Index Protector 7, the FIA from Great American can:
- Be employed as a fixed income allocation to provide potentially better performance and non-correlated downside risk
- Generate income more efficiently and reliably than a safe withdrawal strategy
- How client assets are invested in an insurance carrier's general account to deliver the benefits and protections of a FIA
- How to implement Commission-Free FIAs in a fiduciary practice, including how to bill on these products
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David 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.
Mike Haney
SVP and Chief Risk Officer, Great American
Mike is Divisional Senior Vice President and Chief Risk Officer of the Annuity Group. His responsibilities include a broad array of activities including asset/liability management, hedging, risk analysis and mitigation strategies.
Tony Compton
Divisional Vice President – BD/RIA Sales, Great American
Tony is dedicated to the integration of Great American's fee-based FIA products within the RIA channel. His focus has been on technology enhancements, innovative product and services for IARs, as well as portfolio integration.
Using FIAs to Outperform Fixed Income
David Lau, Founder & CEO of DPL Financial Partners, and Mike Haney, Senior Vice President and Chief Risk Officer at Great American, will discuss how to securely fund retirement for your clients without the complications and risks that come with a total return strategy.
