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Advisor Materials

Jan 30, 2023
Inflation. Volatility. Rising rates. If left unchecked, this triple threat to the portfolio can have...
Mar 16, 2022
Help optimize your clients’ financial plans by evaluating their existing annuity holdings for repurposing opportunities...
Mar 16, 2022
Since their introduction in the Commission-Free space, MYGAs (multi-year guaranteed annuities) have become one of...
Mar 16, 2022
As a DPL Member, our company is committed to your success. Our team of Consultants...
Mar 16, 2022
Help improve your clients’ financial plans by understanding where an annuity can provide specific benefits...
Aug 24, 2020
Where are you on your break-away journey? We recognize advisors who are breaking away from...
Aug 24, 2020
Many advisors we speak with have questions about how to bill for Commission-Free products —...
Aug 03, 2020
Structured Variable Annuities are tax-deferred insurance vehicle that provides a defined degree of upside potential...
Aug 03, 2020
Fixed Index Annuities (FIAs) — Formerly called Equity Index Annuity — are tax-deferred insurance products...