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Resources

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Showing 56 Results of 503

Webinar

Maximizing Federal Estate Tax Exemption: Strategic Insights for Advisors

Sep 12, 2024
With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...
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4674870

Webinar

Annuities 101: How to Use Commission-Free Annuities to Strengthen a Financial Plan

Sep 02, 2024
Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver...
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4700087

Insurance Industry's Opposition to the DOL Fiduciary Standard is Misguided

Aug 27, 2024
Having spent decades working with insurance carriers, financial advisors, and consumers on the design and...

Article

Retirement Countdown: Five Years Before You Retire

Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...

Case Study

Edison Byzyka on Fueling Growth with DPL + Orion

Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...
Person using notebook.

Webinar

Unlocking the Power of Modern Annuities in a Changing Rate Environment

Jul 25, 2024
Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think...
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4633940

Webinar

Run the Numbers: How to Compare Income from an Annuity to a Fixed Income Strategy

Jul 24, 2024
By now it’s old news – You may have heard from several Academics and financial...
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4658207

Webinar

Run the Numbers: How to Find Annuities to Most Efficiently Meet an Income Need

Jul 24, 2024
As a fiduciary, you know how important it is to help your clients achieve a...
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4658063

Webinar

Run the Numbers: How to Evaluate Existing Annuities vs. Commission-Free Options

Jul 24, 2024
Have you ever had a client ask for advice about a commission-based annuity sold to...
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4658228

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