Video file
With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies to re-balance over-weighted equity portfolios, while avoiding potential risk in a rising rate bond market.
This webinar discusses:
- Which products are best suited to re-balance an over-weighted equity portfolio, and why.
- Strategies to leverage an insurance company's balance sheet to benefit your client.
- Why Commission-Free insurance is non-correlated to the market through the insurance guarantee.
- Which products to use based on your client's individual needs.
*This webinar recording is for viewing only and does not count towards CE credit.
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. Mr. Lau has expertise in financial services, sales, marketing, technology and operations
Leveraging Insurance to Solve Important De-risking Problems
With the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies to re-balance over-weighted equity portfolios, while avoiding potential risk in a rising rate bond market.
