Today’s market conditions have exposed the shortcomings of an investments-only total return strategy, especially for clients nearing retirement. Advisors must now find ways to confront these challenges or risk the success of their clients’ financial plans.
Join DPL Founder & CEO David Lau for a discussion on how RIAs and fee-only advisors can use annuities to not only protect their clients before and during retirement, but also ensure market volatility and inflation don’t jeopardize their firm’s future.
Learning Objectives:
- How to use annuities during accumulation and retirement to improve and protect client portfolios and AUM
- The different types of Commission-Free annuities available today, and how they complement an investment strategy
- Why using annuities for guaranteed retirement income has significant implications for firm AUM and client satisfaction
A Q&A session will follow the presentation.
Featured Speakers
David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. Prior to founding DPL in 2014, David served as COO and architect of Jefferson National, a leading insurance carrier focused on RIAs and fee-based advisors. Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank.
Using Annuities to Manage Risk