Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau, founder and CEO of DPL Financial Partners. “I got to understand the problem that insurance is for RIAs,” Lau told BenefitsPRO. “Every other investment product is available to fiduciary advisors on a no-load basis. This was an insurance industry problem that clearly needed to be addressed.”
Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL Founder & CEO David Lau dis
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DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients by rescuing legacy annu
As an insurance consultant to RIAs, I review legacy annuities. Every case is unique, but often I’m reminded why...