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Given the current market volatility, clients nearing retirement are understandably concerned about protecting their assets from market downturn, while still being able to participate in the future recovery.
DPL Financial Partners CEO and Founder, David Lau, and Team Lead, Tim Rembowski, will discuss:
- How current market conditions can impact retirement portfolios
- Commission-free SVAs and how they work
- Implementation examples within client financial plans
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is Founder and CEO of DPL Financial Partners, the leading RIA insurance network that brings low-cost, commission-free insurance solutions from a variety of the nation's top carriers to RIA practices.
Tim Rembowski
Team Lead, DPL Financial Partners
Tim is passionate about helping RIAs understand and leverage new commission-free insurance products as an investment asset for their clients. He holds his Series 6, Series 63 and Kentucky Life Insurance License.
Utilizing Structured Variable Annuities for Principal Protection
Given the current market volatility, clients nearing retirement are understandably concerned about protecting their assets from market downturn, while still being able to participate in the future recovery.
