This week, Ross McGoodwin is joined by Blake Reitnauer, RIA Consultant at DPL. They discuss the current opportunities and challenges in the annuities market. They highlight new solutions and strategies available through the DPL platform, including the breakaway accelerator program for advisors transitioning to fee-only models and the life insurance desk for comprehensive insurance solutions. Ross and Blake emphasize the importance of technology in streamlining processes and providing real-time updates on contracts and portfolios.
The market landscape for annuities and insurance continues to evolve, driven by the current interest rate environment and the need for principal protection. As advisors find new solutions and strategies to provide value to their clients and secure better retirements, DPL's breakaway accelerator program and life insurance desk are game-changers for advisors who want to deliver a seamless transition for annuities and insurance assets.
In this episode, Ross is joined by Blake Reitnauer, RIA Consultant at DPL. In his role, Blake is committed to working with RIAs to assist them in implementing better solutions for their clients to meet their objectives. He works with consultants to educate RIAs about commission-free insurance solutions that create better client outcomes and AUM growth for RIAs.
Blake joins Ross to discuss the current opportunities and challenges in the annuities market. They highlight new solutions and strategies available through the DPL platform, including the breakaway accelerator program for advisors transitioning to fee-only models and the life insurance desk for comprehensive insurance solutions. Ross and Blake emphasize the importance of technology in streamlining processes and providing real-time updates on contracts and portfolios.
Key Takeaways
- 02:05 - Common conversations Blake had with potential clients.
- 02:42 - How interest rates and volatility impact annuities.
- 04:40 - Utilizing fixed index annuities for principal protection.
- 06:18 - The benefits of multi-year guaranteed annuities (MYGAs).
- 07:55 - Why DPL's breakaway accelerator program is a game-changer.
- 09:29 - How to get involved in DPL's breakaway accelerator program.
- 11:32 - How DPL's life insurance desk helps serve advisors.
- 15:17 - DPL as a solution for firms acquiring new advisors.
- 18:16 - How DPL is changing the insurance game from a technology standpoint.
- 21:26 - Useful tools DPL offers to advisors.
Links
Blake Reitnauer on LinkedIn
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Ross McGoodwin on LinkedIn
DPL
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