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Chris Clow

Retirees, Financial Planners Accelerate Search for Sources of Stable Cash

Oct 12, 2021
Wealth Advisor Retirees, Financial Planners Accelerate Search for Sources of Stable Cash (Reverse Mortgage Daily)...
DPL Financial Partners

DPL Financial Partners RIA survey shows continued uptick in annuity usage but finds many still rolling the dice with risky investments for retirees

Sep 30, 2021
LOUISVILLE, KY, Sept. 29, 2021- DPL Financial Partners (“DPL”), the leading turnkey insurance platform for...
DPL Financial Partners

RIA Retirement Planning Survey 2021: Executive Summary & Key Findings

Sep 29, 2021
RIA Retirement Planning Survey 2021: Executive Summary & Key Findings The 2021 RIA Retirement Planning...

Podcast

Transition to RIA: Q50 – How to offer insurance solutions as an RIA

Sep 20, 2021
There are a number of common misconceptions about the RIA model. One is that you...

Podcast

Animal Spirits | Talk Your Book: An Alternative to Low Bond Yields

Sep 13, 2021
Listen as DPL's David Lau is interviewed on the Animal Spirits Podcast about all things...
David Lau

The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral

Sep 08, 2021
The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral Every financial...
Tamiko Toland

Conversations with CANNEX Q&A: David Lau of DPL Financial Partners

Aug 20, 2021
Conversations with CANNEX Q&A: David Lau of DPL Financial Partners Cannex’s Tamiko Toland discussed the...
David Lau

The parallel paths of ETFs and annuities

Aug 16, 2021
InvestmentNews The parallel paths of ETFs and annuities The questions that RIAs have about commission-free...
David Lau

Wealth Management 2021 Midyear Outlook

Aug 16, 2021
WealthManagement.com An Overlooked Benefit of Annuities—Tax Planning Rumblings from Washington about potential changes to the...

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