With traditionally "safe" investments like bonds unable to generate income for retirees as they once did, advisors are seeking yield in riskier investments that can expose clients to additional risks in retirement.
In this presentation, you’ll hear from DPL's VP of Member Success, Tim Rembowski, as he covers:
- The historical context for today's fixed income yields and what to expect moving forward
- How low interest rates impact retirement plans, looking at a range of income scenarios
- New income comparison and modeling tools that demonstrate the income-generating potential of fixed income and low-cost annuities using current market return assumptions
Featured Speakers
Tim Rembowski
VP of Member Success, DPL Financial
As the Vice President of Member Success, Tim helps RIAs understand and leverage new Commission-Free insurance products as an investment asset for their clients. Tim is responsible for the continued development of DPL’s Consultants, ensuring a uniform experience—and greater success—for DPL Members.
Utilizing Annuities as a Fixed Income Allocation
With traditionally "safe" investments like bonds unable to generate income for retirees as they once did, advisors are seeking yield in riskier investments that can expose clients to additional risks in retirement.