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David Lau, DPL Founder and CEO, and Joe Wittrock, Senior Vice President and Chief Investment Officer at Security Benefit discuss ClearLine, the fixed indexed annuity designed with input from the RIA community.
This webinar discusses:
- A fixed income allocation with potentially better performance and non-correlated downside risk
- A retirement income solution that can eclipse the “4% rule” while providing lifetime income
- A rising rate income rider designed to retain purchasing power throughout retirement that is among the lowest cost income riders in the market
- The ability to structure non-qualified payouts to spread out the tax bill
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. Mr. Lau has expertise in financial services, sales, marketing, technology and operations.
Joe Wittrock, CFA
SVP and Chief Investment Officer, SBL
Joe Wittrock is responsible for Security Benefit’s investment and derivative portfolios. He leads SBL Insurance Company’s investment management, modeling and analytics, derivatives, operations and investment information technology teams.
Al Dal Porto
VP of Product Development and Market Research, SBL
Al Dal Porto is responsible for design of annuity and mutual fund-based products distributed through independent channels including Education Market, Retirement Plans, RIAs, and Financial Institutions.
Mike Reidy
VP & National Sales Manager of the RIA Channel, SBL
With more than 25 years of experience in the financial services industry, Mike Reidy oversees the marketing of Security Benefit’s next-generation retirement savings and income strategies for RIAs.
Understanding and Utilizing Fixed Indexed Annuities
David Lau, DPL Founder and CEO, and Joe Wittrock, Senior Vice President and Chief Investment Officer at Security Benefit discuss ClearLine, the fixed indexed annuity designed with input from the RIA community.
