Modern insurance platforms pride themselves on their commitment to technological innovation. They offer cutting-edge technology and streamlined processes that empower advisors to overcome the challenges of traditional insurance practices, including tedious paperwork, time-consuming onboarding processes, limited product options, and administrative challenges. Partnering with firms like DPL allows advisors to simplify insurance planning while gaining access to various insurance options.
In this episode, Ross McGoodwin talks with Jack Csenge, Wealth Advisor at Csenge Advisory Group. Jack helps families and business owners create and implement financial strategies, and advises them on their investment, social security, insurance, and estate planning needs.
Jack and Ross discuss the challenges advisors and clients face when dealing with complex annuity portfolios. Jack shares how DPL has revolutionized the process, offering a more streamlined and efficient approach. They also explore the benefits of using annuities as a component of a comprehensive financial plan, including increased equity exposure and guaranteed income.
In this episode:
- [01:19] - Jack's background and role at Csenge Advisory Group
- [03:15] - How DPL has helped Csenge Advisory simplify their processes
- [05:36] - Csenge Advisory's annuity process before DPL
- [09:01] - The benefits of using DPL's technology platform
- [10:57] - Risks and growth projection
- [16:13] - Long-term benefits of annuities and how they complement portfolios
- [18:20] - The types of advisors Csenge Advisory works with
- [20:54] - How DPL's Breakaway Accelerator Program helps transitioning advisors
- [24:08] - Why Csenge Advisory chose to partner with DPL
- [29:34] - Jack's final thoughts
Links
Connect with our hosts