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Case Study

How Shannon Stone Uses the RISA to Increase Her Value to Her Clients

Jan 24, 2023

Shannon Stone of Griffin Black, Inc. — an Independent RIA in CA — uses the...

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...

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...

Podcast

Barron's Advisor: The Way Forward Podcast- Guaranteed Income in a Time of Heightened Volatility

Jun 27, 2022

David Lau, founder and CEO of DPL Financial Partners, explains why RIAs should consider Commission-Free...

Video

Investment News RIA Labs: Fee Based Everything

Jun 13, 2022

This RIA Lab replay explores the many options available that allow RIAs to deliver a...

Video

Annuities for Legacy Planning

Jun 10, 2022

Vice President of Member Success, Tim Rembowski, debunks a common misconception that implementing Commission-Free annuities...

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