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Showing Results of 156

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...

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

Aging With Grace: Season 2 | Episode 11

Oct 18, 2022

Listen as host of the Aging with Grace 55+ podcast interviews DPL's Founder and CEO...

Podcast

Aging With Grace: Season 2 | Episode 10

Jun 27, 2022

In this episode, Dale Josey interviews the founder and CEO of DPL Financial Partners about...

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