It’s common for a prospective client to come in the door with one or more commission-based annuities sold to them by a previous advisor or insurance agent. So, as an advisor looking to optimize your clients’ assets, what can you do?
Now, through the Advent Insurance Marketplace Powered by DPL, fiduciary advisors have access to a robust lineup of low-cost, Commission-Free alternatives to clients’ legacy annuities that may more effectively meet the goals of the financial plan.
This webinar explores:
- The types of Commission-Free annuities available through the Advent Insurance Marketplace
- When it may be appropriate to move existing annuities into a Commission-Free solution through a 1035 exchange and how to do it
- How advisors are strategically utilizing annuities to provide protected growth, guaranteed income, and tax-efficient distributions
*This webinar recording is for viewing only and does not count towards CE credit.
Featured Speakers
Ross McGoodwin is passionate about sharing his knowledge of insurance products with fiduciary advisors, helping them to understand how today's no-load, low-cost solutions can be used to deliver greater value to clients' financial plans. Before joining DPL Financial Partners, he distributed insurance products in the RIA channel for a national carrier. Ross holds his Series 6 and 63, and Kentucky Life Insurance License.
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors utilize insurance in a variety of new ways for clients. Jonathan combines extensive knowledge of Commission-Free annuity and insurance products with expertise in RIA practice management and technology to enable RIAs to efficiently implement insurance in their practices. Jonathan holds his Series 6 and 63, and Kentucky Life Insurance License.
