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Showing 9 Results of 168

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

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...

Video

Using no-load insurance to differentiate your practice

Dec 10, 2019

David Lau explains how no-load insurance helps advisors differentiate their practice.

Video

Implementing insurance using technology

Dec 10, 2019

Sam Johnson explains how DPL helps advisors integrate insurance solutions into Orion, MoneyGuidePro and other...

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...

Article

Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know

Oct 28, 2019

ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what...

READ THIS AT THINKADVISOR

Podcast

The Money Savage Podcast

Sep 26, 2019

On this show, we talked about disrupting the life insurance and annuity markets through Commission-Free...

Article

Common RIA Misconceptions about Annuities

Jul 01, 2019

Read about the common misconceptions RIAs have about annuities, and the truth behind them.

Download Common RIA Misconceptions

Article

RIA Retirement Planning Benchmarking Survey: Executive Summary & Key Findings

Jun 25, 2019

The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...

DOWNLOAD THE EXECUTIVE SUMMARY

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