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Advisor Revelations: How Commission-Free Annuities Fit in Financial Plans

BY Aaron Parrish
August 28, 2020
 

DPL member, Aaron Parrish, a Flat Fee Financial Advisor and Owner of Level Wealth Management is interviewed by DPL's Ross McGoodwin. Aaron shares how he's delivering higher returns to his clients' portfolios while alleviating market risk concerns with Commission-Free solutions. Aaron also shares his thoughts on why incorporating annuities in a financial plan is a "no-brainer".

Learn more on Level Wealth Management's blog here https://www.levelwm.com/