Financial advisors and investors are starting to see Registered Index-Linked Annuities (RILAs) as more than just another annuity product. They're a compelling alternative to bonds and other fixed assets, offering higher potential returns, better risk-adjusted performance, and greater upside participation. As more people explore the full potential of RILAs, it's becoming clear that they aren't just an annuity option—they're changing the game in retirement planning.
In this episode, Joel Melchior talks with Jeffrey Oberg, Consultant at DPL Financial Partners. Jeffrey is passionate about helping advisors find best-in-class growth and income solutions for their clients. With nearly 10 years of financial services experience as an advisor and a wholesaler, Jeffrey brings a breadth of experience across products and services to DPL.
Joel and Jeffrey explore the world of RILAs. They discuss how RILAs work, how they compare to other financial products, and where they fit within a client's portfolio. Jeffrey also talks about the risks and benefits of RILAs and why they are the fastest-growing segment of the annuity market.