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Showing 19 Results of 165

Case Study

How the MYGA Changed Retirement Planning for Nola Kulig

Jan 24, 2023

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

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...

Case Study

Laura Powers Uses the Annuity Rescue+ Process to Transition 200+ Annuities

Jan 24, 2023

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

Case Study

Chuck Failla Utilizes DPL's Annuity Rescue+ Process to Transition His Clients

Jan 24, 2023

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

Case Study

How Fixed Index Annuities with Increasing Income Options Work for Spencer Hall

Jan 24, 2023

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

Podcast

Retire With Style| Episode 48: How Contractual Income Solutions Fit in a Fee-Only World

Jan 17, 2023

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

Article

Inflation Knocks 4% Retirement Drawdown Rule

Dec 20, 2022

There’s a common retirement rule of thumb that you should withdraw 4% of your savings...

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Article

The Perplexing Fascination with the 4% Rule

Dec 19, 2022

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

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