This week, Andrew Lippert joins DPL Regional Vide President Ross McGoodwin. Founder and CEO of Simplified Wealth, Andrew speaks about how RIAs can generate guaranteed income streams by using commission-free solutions and tools to discover new strategies and help determine client investing styles. He also shares how he uses annuities in retirement portfolios to provide a guaranteed income stream for clients.
Retirement is when most people want to ensure that their money lasts as long as they do. But with the rising cost of living and the uncertainty of the stock market, retirees need help to protect their savings and secure their financial future. What strategies can people use to ensure a steady source of income throughout their golden years?
In this episode, Andrew Lippert joins DPL Regional Director Ross McGoodwin. Founder and CEO of Simplified Wealth, Andrew speaks about how RIAs can generate guaranteed income streams by using commission-free solutions and tools to discover new strategies and help determine client investing styles. He also shares how he uses annuities in retirement portfolios to provide a guaranteed income stream for clients.
Key Takeaways
- [01:42] - An overview of Andrew's wealth management experience.
- [03:26] - What motivated Andrew to partner with DPL.
- [09:39] - Andrew's thought process when introducing annuities to clients.
- [15:55] - Why fixed index annuities are a great solution for clients.
- [21:11] - How Andrew approached guaranteed income in the past.
- [27:22] - What excites Andrew about partnering with DPL.
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