Showing 9 Results of 171
Article
Aug 21, 2025
Could annuities be the answer? U.S. annuity sales soar to a new record in the...
Article
Jun 10, 2025
For annuities purchased in the past 20 years, it’s time to do some comparison shopping...
Article
May 22, 2025
Annuities offer a haven in volatile times. Many people love white-knuckle thrills. Tales of zombie...
Article
Apr 15, 2025
A 2022 law makes it possible for annuities to deliver guaranteed income and tax relief...
Article
Mar 17, 2025
Multi-year guaranteed annuities help protect savings when markets are volatile, while delivering compelling returns and...
Article
Feb 20, 2025
If you ask retirees who receive income from an annuity why they purchased the product...
Article
Jan 15, 2025
Chances are, somebody at some point has tried to dissuade you from even considering an...
Article
Dec 06, 2024
2024 was a watershed year for annuities – and that’s likely to continue. When people...
Article
Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...
Article
Oct 24, 2024
Survey Key Findings DPL Financial Partners conducted a survey of financial professionals to measure sentiment...
Article
Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...
Article
Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...
Case Study
Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...
Case Study
Jul 09, 2024
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023...
Article
Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note...
Article
Apr 15, 2024
When investors are nervous about the future, annuities can provide protection and peace of mind...
Article
Mar 14, 2024
Sure, annuities can deliver guaranteed retirement income, but they can do a lot more. Annuities...
Article
Feb 14, 2024
In 2023, Major League Baseball implemented rule changes designed to improve the game for players...
Article
Jan 16, 2024
Annuities deliver guaranteed retirement income, but misconceptions hold some people back. 1 Many people who...
Article
Dec 11, 2023
Brokers and financial advisors offer different services, compensation models and standards of care. We all...
Article
Nov 17, 2023
Misconception #1: “I won’t run out of money — I don’t want or need guaranteed...
Article
Nov 13, 2023
Guaranteed lifetime income can play a valuable role in a retirement plan, providing a predictable...
Webinar
Oct 24, 2023
Don't miss this opportunity to modernize your financial advisory practice and organically grow AUM with...
4360348
Article
Oct 17, 2023
The financial advising profession continues to evolve with a growing focus on more holistic planning...
Webinar
Sep 28, 2023
Join us for an informative and interactive member update led by DPL Founder and CEO...
4331653
Case Study
Sep 15, 2023
As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a...
Case Study
Sep 01, 2023
Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered...
Webinar
Aug 24, 2023
Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...
4303147
Case Study
Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...
Case Study
Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...
Case Study
Jan 25, 2023
Using RISA as a first step in the planning process As a holistic financial planner...
Case Study
Jan 25, 2023
Using RISA to validate existing plans Market volatility can be a wakeup call for financial...
Case Study
Jan 24, 2023
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation...
Case Study
Jan 24, 2023
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL...
Case Study
Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...
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...
Article
Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...
Article
Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...
Webinar
Sep 08, 2022
DPL has long believed that advisors need a tool to help them understand clients’ retirement...
3916176
Webinar
Jul 13, 2022
Today’s market conditions have exposed the shortcomings of an investments-only total return strategy, especially for...
3854370
Webinar
Jun 07, 2022
Many of the indices you see today are built to illustrate well rather than to...
3815935
Article
Aug 13, 2021
What's Behind The Boom In Annuity Sales? In the second quarter of 2021, annuity sales...
Case Study
Aug 03, 2021
Echo Huang, President & Founder of independent RIA Echo Wealth Management, partners with DPL to...
Case Study
Aug 03, 2021
Dan Rohlfing and the Lantz Financial Team uses DPL's MYGA Marketplace in their hybrid practice...
Case Study
Aug 01, 2021
Discover how an annuity can impact your clients' retirement plan with DPL's Fixed Income Comparison...
Webinar
Feb 11, 2021
It’s common for a prospective client to come in the door with one or more...
4561114
Article
Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...
Article
Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to...
Article
Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...
Article
Jan 23, 2020
WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated...
Article
Oct 28, 2019
ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what...
Article
Jul 01, 2019
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
Article
Jun 25, 2019
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...
Article
Feb 07, 2019
Financial Advisor Retirement Paycheck No-Brainer Imagine if you had to replicate—at an individual client level—every...
