June 20, 2023
Research from leading academic, Wade Pfau, shows that many people really like the idea of annuities and want to use them in their retirement portfolio. In this discussion lead by Founder and CEO of DPL Financial Partners, David Lau, learn how Commission-Free annuities can provide clients peace of mind and permission to spend during retirement.
Key Takeaways
- [:40] - How annuities provide peace of mind.
- [2:19] - How do you find a "good" annuity?
- [5:39] - How exposed is your lifestyle to the market?
- [13:19] - How Commission-Free annuities can save clients money.