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Showing 9 Results of 510
Greg Greenberg

The annuity industry eyes another record year after 2022’s grand slam performance

May 15, 2023
Annuities and Aaron Judge, the chase is on. New York Yankees slugger Aaron Judge homered...
Nathan Place

Annuity sales smash more records at start of 2023

May 03, 2023
For the past year and a half, annuities have been breaking record after record. Now...

Podcast

WealthTech on Deck: Driving Disruption in the Insurance Industry with David Lau

May 02, 2023
Comfort is the enemy of progress, especially in business. Adapting to new models and driving...
Ben Mattlin

DPL Offers Retirement Income Assessment Tool To Members

Apr 26, 2023
DPL Financial Partners, the Louisville, Ky.-based firm that links fee-only advisors and RIAs with resources...
DPL Financial Partners

DPL rolls out member-wide access to RISA planning tool

Apr 25, 2023
Retirement Income Style Awareness Profile matches client preferences with income solutions LOUISVILLE, KY, April 25...

Podcast

Aging with Grace: Season 3 | Episode 5

Apr 14, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to Aging with Grace 55+...
DPL Financial Partners

Advisor tech survey calls DPL Financial Partners game changing provider of commission-free insurance for RIAs

Mar 28, 2023
T3/Inside Information Survey points to continued growth in market share, advisor interest LOUISVILLE, KY, March...

Podcast

Aging with Grace: Season 3 | Episode 3

Feb 15, 2023
David Lau, Founder and CEO of DPL Financial Partners, returns to share his insights on...

Podcast

That Annuity Show Episode 181: Diversification Isn’t a Risk Management Plan Anymore with David Lau

Feb 10, 2023
The use of annuities by RIAs continues to grow. David Lau, one of the leading...

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