Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver income security and the peace of mind it brings to clients. Knowing when and how to leverage Commission-Free annuity solutions can improve financial outcomes for your clients, and help grow your practice by delivering a differentiated, holistic client experience.
Join this webinar to learn:
- The types of Commission-Free annuities currently available to fiduciary advisors
- How to match client needs with annuity product types and what to compare when evaluating options
- How to manage and bill on Commission-Free annuity products to grow your practice
Featured Speakers
Jackson is passionate about helping advisors organically grow their AUM while improving client outcomes. Prior to joining DPL, Jackson led the startup of MDM CPG, bringing a new brand of butter cookies to the marketplace. He also spent time as an internal wholesaler with Lincoln Financial Group. He attended and played collegiate football at Villanova University, where he graduated with a degree in finance. Jackson holds his SIE, Series 6, and Series 63 licenses.