Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage Orion + DPL to deliver better client outcomes, grow your firm, and streamline practice management with fee-based insurance solutions.
DPL Financial Partners begins this session with a high-level overview of annuity product categories, strategies to repurpose legacy policies to reduce costs and help meet clients’ long-term goals, and opportunities to grow firm AUM and revenue.
Edison Byzyka, Chief Investment Officer at Credent Wealth Management, shares how his firm is using Orion + DPL’s integrated insurance solution to bring clients’ held away annuities in-house and enhance the firm’s offering and client experience. Orion will demo the tools available on Orion Advisor Technology platform that advisors can use to identify clients’ held-away annuities.
Join this session to:
- Become familiar with annuity product categories, how to identity when it may be appropriate to move clients’ existing annuities into fee-based solutions, and how it works.
- Understand how one firm is leveraging Orion + DPL’s integrated insurance solution to bring clients’ held-away annuities in-house, grow AUM, and provide their clients with modern, holistic financial planning.
- Explore the tools available on Orion Advisor Technology that can help you to identify your clients’ current held-away annuities.
- Learn how to get started using Orion + DPL’s integrated insurance solution to become more efficient, optimize outcomes, and streamline your firm’s practice management.
There will be a Q&A opportunity at the end of the webinar.
Featured Speakers
Kameron McRay takes pride in communicating new ideas and opportunities to the RIA industry. He has 10+ years of experience helping RIA firms better serve their clients through unique insurance solutions and has developed a deep appreciation for RIA practice management. Kameron holds his Series 6 and 63 along with his Kentucky Life Insurance License. He earned a Bachelor of Science degree in Financial Economics from Centre College in Danville, Kentucky.
Colin Danahy is a Sales Representative at Orion Advisor Technology, where he has been helping financial advisors identify their technology needs for over four years. Colin specializes in demonstrating how Orion’s solutions can scale and optimize their business operations.
Edison Byzyka leads Credent’s in-house investment team, offering clients strategic, transparent, tax-efficient options to help them build wealth. As the Chief Investment Officer, he maintains Credent's Unified Managed Account (UMA) platform through varying market cycles, upholding the highest standards with third-party-audited performance results.
Edison has been a guest on local and national radio and television shows and provides monthly market commentary for clients, helping them make smart investment decisions. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Indianapolis.
Edison has 15 years of experience and earned his bachelor’s degree in finance with a minor in economics from Indiana University. When he’s not working, he enjoys cycling, traveling, trying new cuisines, and spending quality time at the lake with his wife and kids.