April 07, 2020
DPL Founder and CEO, David Lau, and David M. Blanchett, Ph.D., CFA, CFP®, head of retirement research for Morningstar’s Investment Management group discuss the importance of talking to clients about annuities. They also share tips on how to get the conversation started.
A Day at DPL with David Blanchett | How to talk to clients about annuities
DPL Founder and CEO, David Lau, and David M. Blanchett, Ph.D., CFA, CFP®, head of retirement research for Morningstar’s Investment Management group discuss the importance of talking to clients about annuities. They also share tips on how to get the conversation started.
A Day at DPL with David Blanchett | When to talk to clients about annuities
A Day at DPL with David Blanchett | The magnitude of failure
A Day at DPL with David Blanchett | The power of Commission-Free annuities
