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Showing 9 Results of 168

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WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated...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...

Video

Advisor Reaction: “I can’t unsee this.”

Dec 11, 2019
David Lau describes an advisor's reaction after taking a closer look at how annuities can...

Video

Real World Case Study: Providing fee-only secure income solutions

Dec 10, 2019
DPL Consultant Ross McGoodwin talks about how DPL can provide fee-only, secure income solutions for...
David Lau

Video

Why low yield environments are a good time to use an annuity

Dec 10, 2019
Bond yields being low makes annuities even more appealing compared to fixed income. David Lau...

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