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Showing 19 Results of 163

Podcast

Aging with Grace: Season 3 | Episode 3

Feb 15, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to share his insights on...

Podcast

That Annuity Show Episode 181: Diversification Isn’t a Risk Management Plan Anymore with David Lau

Feb 10, 2023
The use of annuities by RIAs continues to grow. David Lau, one of the leading...

Case Study

Jamie Upson Uses Annuities to Help Mitigate Risk in Client Portfolios

Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Podcast

Aging with Grace: Season 3 | Episode 2

Jan 27, 2023
Enjoy the origin story of David Lau, Founder and CEO of DPL Financial Partners. David...

Case Study

The Retirement Income Style Awareness (RISA) Profile: Planning

Jan 25, 2023
Using RISA as a first step in the planning process As a holistic financial planner...

Case Study

The Retirement Income Style Awareness (RISA) Profile: Validating

Jan 25, 2023
Using RISA to validate existing plans Market volatility can be a wakeup call for financial...

Case Study

How Tommy Martin Rediscovered the Power of Annuities

Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...

Case Study

Using FIAs to Generate Guaranteed Income with Tim Brown

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

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