Have you ever had a client ask for advice about a commission-based annuity sold to them by a previous advisor or insurance agent? It’s very common, but how can you help them evaluate and optimize these annuity assets?
Fiduciary advisors now can access annuity Product Discovery Tools through DPL Financial Partners’ insurance platform for RIAs. With these tools, you can easily evaluate, compare, and select Commission-Free annuity options to compare to clients’ legacy annuities. These modern annuity products often offer lower costs and improved benefits over their commissioned predecessors. And we can help you transition commission-based annuities to Commission-Free options to deliver better client value and bring these assets under your fiduciary umbrella.
Join this demo to learn:
- How to use the Annuity Comparison Calculator to compare different types of Commission-Free annuities currently available to fiduciary advisors
- How to access our database of over 2,500 annuity products and more than 10,000 riders to easily evaluate your clients’ annuities
- How to match client needs with annuity product types and find the products that best meet your clients’ needs
Featured Speakers
Prior to joining DPL, Blake was a Financial Representative with New York Life. He has a passion for helping member firms create the best possible outcomes for their clients while also organically growing their AUM while utilizing our commission-free insurance platform. Blake currently holds his Kentucky Life license and Series 6 and Series 63 and SIE licenses. He played collegiate football and graduated Hanover College with a degree in Economics.