February 07, 2019
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need to consider sequence of returns risk in the financial planning process.
Solving for Sequence of Returns Risk
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need to consider sequence of returns risk in the financial planning process.
Why DPL is a Fan of Annuities - Reason #2
Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange
