Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Talking to Clients About Annuities & Secure Income

Your clients may not directly ask you for annuities by name, but they may be asking about principal protection and secure retirement income—two benefits annuities are designed to deliver.

Join DPL for an educational session covering how to start the annuity conversation with clients and strategies to consider when looking to implement an annuity within a holistic financial plan.

Learning Objectives:

  • Identifying potential clients who may benefit from a Commission-Free annuity
  • Understanding the best time and approach to talk about retirement income with your clients
  • How to start the annuity conversation and how DPL can help