Market volatility presents a growing challenge for advisors, heightening the demand for investment strategies that offer growth potential while mitigating downside risk. With diverse financial vehicles available, advisors can tailor protected growth strategies to meet specific client needs and risk tolerances. Combining multiple crediting strategies offers even greater flexibility in constructing portfolios that align with client goals.
In this episode, Jackson Bradley talks with Tyler Caummisar, an Internal Consultant at DPL, about protected growth, crediting strategies for advisors, and how to protect client wealth. They discuss why clients seek protection in their portfolios and highlight how Multi-Year Guaranteed Annuities (MIGAs), Fixed Index Annuities (FIAs), and Registered Index-Linked Annuities (RILAs) protect and benefit clients.
In this episode:
- [01:12] - Tyler's professional background and role at DPL
- [01:59] - Why clients seek protection for their portfolios
- [05:03] - What a Multi-Year Guaranteed Annuity (MYGA) is and how it works[09:06] - Fixed Index Annuities (FIA) and their benefits
- [14:26] - Understanding Registered Index-Linked Annuities (RILA)
- [16:51] - Alternative crediting strategies and how they enhance protected growth
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