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
Featured Speakers
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. Jonathan combines extensive knowledge of commission-free insurance products with expertise in RIA practice management and technology. Prior to joining DPL Financial Partners, he spent three years with Jefferson National. Jonathan holds his Series 6 and 63, along with his Kentucky Life Insurance License. He received his bachelor’s degree in Financial Economics from Centre College in Danville, Kentucky.