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Resources

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Showing 18 Results of 162

Video

A Day at DPL with Wade Pfau | Annuity misconceptions: all annuities are created equal

Jan 30, 2020
Through this educational video series, you'll meet leading experts who come to speak with David...

Video

A Day at DPL with Wade Pfau | Safety-First Retirement Planning

Jan 28, 2020
DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to...

Video

A Day at DPL with Wade Pfau | The value of removing commissions from annuities

Jan 28, 2020
Wade Pfau, Professor of Retirement Income at The American College and DPL Founder and CEO...

Video

Real World Case Study: Multi-Year Guaranteed annuity (MYGA)

Jan 26, 2020
DPL Consultant Ross McGoodwin gives us a Real World Case Study about how an advisor...

Article

Just OK Is Not OK for Retirement Income

Jan 23, 2020
WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated...
READ THIS AT WEALTHMANAGEMENT.COM

Video

How DPL supports fee-only advisors in client insurance conversations

Jan 22, 2020
DPL consultants lead with education. Ross McGoodwin tells us how DPL supports fee-only advisors and...

Video

Has it gotten easier to talk to fee-only advisors about insurance?

Jan 22, 2020
DPL Financial Partners' Sam Johnson explains how conversations with fee-only advisors have evolved over the...

Video

What advisors see when they become open to insurance

Jan 22, 2020
David Lau explains what benefits advisors notice as they begin to explore insurance options with...

Video

Advisor Reaction: “What if we don’t do this?”

Jan 14, 2020
David Lau discusses what will happen if advisors choose not to partner with DPL and...

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