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Showing 9 Results of 509

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 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

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
Josh Welsh

The benefits of including annuities as an RIA

Jul 16, 2024
An important aspect of going RIA is understanding exactly what the different business models and...
Leo Almazora

RIAs’ economic optimism holds steady, but concerns are brewing

Jul 11, 2024
While RIAs are still leaning towards tempered optimism on the economy, they’re also expressing heightened...

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