February 07, 2019
DPL's Tim Rembowski takes you through a real case where he worked with a member advisor to save his client money through a 1035 exchange of an existing variable annuity into a lower-cost product while also solving for the client’s retirement income need.
Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange
DPL's Tim Rembowski takes you through a real case where he worked with a member advisor to save his client money through a 1035 exchange of an existing variable annuity into a lower-cost product while also solving for the client’s retirement income need.
Annuity Rescue+
Solving for Sequence of Returns Risk
