More advisors are using MYGA ladders as a strategic way to balance safety, yield, and flexibility in their client's portfolios. Laddering MYGAs can enhance diversification and manage interest rate risk, ensuring clients aren't locked into a single-rate environment. With the right tools, laddering MYGAs is easier than ever. DPL Financial Partners streamlines the process, offering advisors one-stop access to compare rates, apply online, and manage policies over time.
In this episode of Advisor Revelations, Blake Phillips, Regional VP of Member Success at DPL, talks with DPL Internal Consultant Tyler Caummisar about MYGA ladders and why they are becoming a go-to strategy for advisors looking to optimize their clients' portfolios. From comparing MYGAs to traditional instruments like CDs and treasuries to understanding how laddering can diversify assets and mitigate interest rate risk, Tyler discusses how DPL's cutting-edge platform simplifies researching, purchasing, and managing annuities.
Links
Connect with our hosts