Showing 6 Results of 6


Leveraging Insurance to Solve Important De-risking Problems

Dec 06, 2018

With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies...


Understanding and Utilizing Buffer Annuities

Sep 13, 2018

Traditionally, financial professionals have de-risked portfolios by adjusting the ratio of equities to fixed income as...


Leveraging Guaranteed Income Through Commission-Free Insurance

Dec 05, 2018

Learn about the benefits of utilizing Commission-Free insurance solutions to meet your clients' retirement income needs...


Understanding and Utilizing Fixed Indexed Annuities

Jul 18, 2018

DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, discuss how an insurance...


Understanding and Utilizing Variable Universal Life

Oct 11, 2018

DPL Founder and CEO, David Lau, and TIAA’s Dennis Rupp, Director of Insurance Distribution for RIAs, offer insight...


Utilizing insurance in Fee-Only Practices

May 29, 2018

DPL will discuss how and why RIAs are incorporating insurance into their Fee-Only Practices...


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