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Showing 19 Results of 163

Case Study

Jan 24, 2023
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking...

Case Study

Jan 24, 2023
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic...

Case Study

Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

Case Study

Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...

Podcast

Jan 17, 2023
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is...

Article

Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...
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Article

Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...

Podcast

Oct 18, 2022
Listen as host of the Aging with Grace 55+ podcast interviews DPL's Founder and CEO...

Webinar

Sep 08, 2022
DPL has long believed that advisors need a tool to help them understand clients’ retirement...
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