April 30, 2020
In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations for when and how to talk to clients about annuity solutions. David Blanchett explains how discussing annuity options with clients in the years leading up to retirement helps to mentally prepare them as they become closer to retirement.
A Day at DPL with David Blanchett | When to talk to clients about annuities
In this video David Blanchett and DPL Founder and CEO, David Lau, share their recommendations for when and how to talk to clients about annuity solutions. David Blanchett explains how discussing annuity options with clients in the years leading up to retirement helps to mentally prepare them as they become closer to retirement.
A Day at DPL with David Blanchett | Level setting with annuities
A Day at DPL with David Blanchett | Guaranteed income: a forgotten household asset
A Day at DPL with David Blanchett | The magnitude of failure
