The Benefits & Uses of Commission-Free Annuities in a Fiduciary Practice

Course Information

Content Level: Foundational
NAPFA Subject Area: B-Insurance & Risk Management

Course Description

This is a Partner Solutions recorded webinar sponsored by DPL Financial Partners.

Annuities have changed. A wide-range of low-cost, Commission-Free annuities are now available to Fee-Only advisors, ushering in a new generation of fiduciary-friendly solutions built to address client challenges. Join this session to learn how annuity pricing has changed, the importance of utilizing annuities strategically in a holistic financial plan, how to have the annuity conversation with clients, and which clients could potentially benefit from a Commission-Free annuity.

Learning Objectives

Discover how the pricing structure of annuities has changed to reduce costs, deliver greater transparency and improve benefits for clients
Understand the academic support and strategies for using annuities for guaranteed retirement income and risk mitigation within a holistic financial plan
Learn how different types of annuities work and how they meet different client needs in a financial plan

Speaker

David Lau

David Lau is the founder and CEO of DPL Financial Partners, the first and leading Turnkey Insurance Management Platform for RIAs, providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. David is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies, with expertise in financial services sales, marketing, technology and operations. Prior to founding DPL, David was chief operating officer of Jefferson National, a leading innovator of tax-advantaged investing strategies for RIAs and fee-based advisors at broker dealers.

Summary


Availability:	Retired


Cost:	FREE


Credit Offered:	No Credit Offered

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