Webinars

Unlocking the Power of Modern Annuities in a Changing Rate Environment

Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think about annuities for your clients in today's changing interest rate environment.

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Maximizing Federal Estate Tax Exemption: Strategic Insights for Advisors

With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come hear how life insurance could help your wealthy clients transfer an extra $6.80 million ($13.61 million for a married couple) free of estate taxes to subsequent generations.

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Annuities 101: How to Use Commission-Free Annuities to Strengthen a Financial Plan

Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver income security and the peace of mind it brings to clients.

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Repurposing Annuities to Strengthen a Financial Plan

Most advisors know the feeling when a client or prospective client walks into a meeting with an existing annuity or life insurance policy that were sold to them by a previous advisor or a friend...

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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...

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Using Annuities as a Fixed Income Allocation

With traditionally “safe” investments like bonds unable to generate income for retirees as they once did, advisors are seeking yield in riskier investments that can expose clients to additional risks in retirement...

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