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.

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.

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...

Advanced Planning Strategies Webinar

Webinar

Advanced Planning Strategies to Attract and Retain Clients

Apr 23, 2024

Join us for an insightful webinar where we delve into innovative insurance strategies for your...

4533261

Webinar

Modern Solutions for Long-Term Care Planning

Aug 24, 2023

Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...

4303147

Webinar

Maximizing Federal Estate Tax Exemption: Strategic Insights for Advisors

Sep 12, 2024

With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...

4674870

Webinar

Streamline Practice Management with Orion + DPL

Oct 08, 2024

Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage...

4681080

Webinar

Run the Numbers: How to Compare Income from an Annuity to a Fixed Income Strategy

Jul 24, 2024

By now it’s old news – You may have heard from several Academics and financial...

4658207

Webinar

Run the Numbers: How to Find Annuities to Most Efficiently Meet an Income Need

Jul 24, 2024

As a fiduciary, you know how important it is to help your clients achieve a...

4658063

Webinar

Streamline Practice Management with Orion + DPL

Oct 08, 2024

Join DPL Financial Partners, Orion and Credent Wealth Management, to learn how you can leverage...

4681080

Webinar

Maximizing Federal Estate Tax Exemption: Strategic Insights for Advisors

Sep 12, 2024

With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come...

4674870

Webinar

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

Sep 02, 2024

Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver...

4700087

Person using notebook.

Webinar

Unlocking the Power of Modern Annuities in a Changing Rate Environment

Jul 25, 2024

Join DPL Financial Partners and leading retirement researcher, Wade Pfau, to learn how to think...

4633940

Webinar

Run the Numbers: How to Find Annuities to Most Efficiently Meet an Income Need

Jul 24, 2024

As a fiduciary, you know how important it is to help your clients achieve a...

4658063

Webinar

Run the Numbers: How to Evaluate Existing Annuities vs. Commission-Free Options

Jul 24, 2024

Have you ever had a client ask for advice about a commission-based annuity sold to...

4658228

Webinar

Run the Numbers: How to Compare Income from an Annuity to a Fixed Income Strategy

Jul 24, 2024

By now it’s old news – You may have heard from several Academics and financial...

4658207

Webinar

Repurposing Annuities to Strengthen a Financial Plan

May 23, 2024

Most advisors know the feeling when a client or prospective client walks into a meeting...

4561114

Advanced Planning Strategies Webinar

Webinar

Advanced Planning Strategies to Attract and Retain Clients

Apr 23, 2024

Join us for an insightful webinar where we delve into innovative insurance strategies for your...

4533261

Webinar

Using Annuities as a Fixed Income Allocation

Mar 19, 2024

With traditionally “safe” investments like bonds unable to generate income for retirees as they once...

4502593

Webinar

Talking to Clients About Annuities & Secure Income

Feb 08, 2024

Your clients may not directly ask you for annuities by name, but they may be...

4457437

Webinar

Annuity Impact: DPL Member Survey Results Deep Dive

Jan 10, 2024

In this exclusive webinar, Heather Rosato and David Blanchett discuss the results of a recent...

4397949

Webinar

Organically Grow AUM with RISA

Oct 24, 2023

Don't miss this opportunity to modernize your financial advisory practice and organically grow AUM with...

4360348

Webinar

Unlocking Success: Product & Technology Innovation at DPL

Sep 28, 2023

Join us for an informative and interactive member update led by DPL Founder and CEO...

4331653

Webinar

Modern Solutions for Long-Term Care Planning

Aug 24, 2023

Having an effective long-term care plan can protect clients from life-changing financial, emotional, and physical...

4303147