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Showing 15 Results of 131

Article

RIA Retirement Planning Survey 2020: Executive Summary & Key Findings

Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...
DOWNLOAD EXECUTIVE SUMMARY

Video

A Day at DPL with David Blanchett | Goal setting with clients

Jun 25, 2020
David Blanchett, with Morningstar, and DPL's David Lau discuss the importance of goal setting with...

Video

A Day at DPL with David Blanchett | Retirement planning for younger clients

Jun 25, 2020
Starting the conversation with younger clients about annuities and retirement income is easier than you...

Video

A Day at DPL with David Blanchett | The power of Commission-Free annuities

Jun 08, 2020
DPL's CEO, David Lau, believes if annuities would have always been Commission-Free, RIA's would be...

Video

A Day at DPL with David Blanchett | Level setting with annuities

May 18, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, says that among the...

Video

A Day at DPL with David Blanchett | The magnitude of failure

May 12, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, talks with DPL’s David...

Video

A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset

May 06, 2020
In this short video, David Blanchett addresses the importance of guaranteed income and his belief...

Video

A Day at DPL with David Blanchett | When to talk to clients about annuities

Apr 30, 2020
In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations...

Video

A Day at DPL with David Blanchett | Using annuities in a 401K plan

Apr 20, 2020
David Blanchett, head of retirement research for Morningstar’s Investment Management group, and DPL’s David Lau...

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