This week, DPL Consultant Willie Jones talks with Bob Witt, Financial Advisor at Savant Wealth Management. Specializing in working with people transitioning into retirement, Bob speaks about what commission-free solutions can provide retirees with more protection and guaranteed income, the tools which help advisors choose the best solutions for their clients, and how to cope with client pushback regarding annuities.
Retirement is a time when people have a right to enjoy their golden years with peace of mind, knowing they have secured their financial future. For many, this includes having a stable income to help meet their needs and expenses. But with inflation on the rise, how can retirees have the financial security and peace of mind they need to enjoy the later years of their lives?
DPL Consultant Willie Jones talks with Bob Witt, Financial Advisor at Savant Wealth Management. Bob has been in the financial advisory industry since 1997. In addition to being a Certified Financial Planner, Bob is a Retirement Income Certified Professional. He helps individuals who are currently retired or transitioning into retirement to build a plan to meet their retirement income needs and manage the many risks they may face.
Bob talks with Willie about what commission-free solutions can provide retirees with more protection and guaranteed income, the tools which help advisors choose the best solutions for their clients, and how to cope with client pushback regarding annuities.
Key Takeaways
- [01:11] - An overview of Bob's career in wealth management.
- [04:12] - The goal of Bob's partnership with DPL.
- [06:51] - Bob's approach to utilizing registered index-linked annuities (RILAs) for clients.
- [11:17] - What Bob does to determine solutions for each client.
- [15:47] - How Bob deals with client pushback regarding annuities.
- [19:16] - How DPL helps Bob provide better service to his clients.
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