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Showing 9 Results of 144

Podcast

The Money Savage Podcast

Sep 26, 2019
On this show, we talked about disrupting the life insurance and annuity markets through Commission-Free...

Article

Common RIA Misconceptions about Annuities

Jul 01, 2019
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
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Article

RIA Retirement Planning Benchmarking Survey: Executive Summary & Key Findings

Jun 25, 2019
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...
DOWNLOAD THE EXECUTIVE SUMMARY
Tim Rembowski

Video

Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

Feb 07, 2019
DPL's Tim Rembowski takes you through a real case where he worked with a member...
David Lau

Video

Why DPL is a Fan of Annuities - Reason #3

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...
David Lau

Video

DPL’s Founding Members

Feb 07, 2019
David Lau talks about the importance of DPL’s Founding Members to the company and the...

Video

Why DPL is a Fan of Annuities - Reason #1

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

Article

Retirement Paycheck No-Brainer

Feb 07, 2019
Financial Advisor Retirement Paycheck No-Brainer Imagine if you had to replicate—at an individual client level—every...
READ THIS AT FA MAGAZINE
MC Ray

Video

Solving for Sequence of Returns Risk

Feb 07, 2019
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client...

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