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Advisor Materials

Sep 25, 2024
One of the biggest challenges to planning for retirement is anticipating what our health and...
May 13, 2024
Investing in the market can be a great way to build wealth for retirement. While...
Jan 05, 2024
Retirement can be wonderful time in life when it’s possible to spend more time with...
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...