Event Information
NAPFA Webinar - Leveraging Guaranteed Income through Commission-Free Insurance
Online Webinar
Tuesday, September 11, 2018
3:00 PM - 4:00 PM
iCalendar
Central Standard Time
Tuesday, September 11th at 3 p.m. ET (2 p.m. CT, 12 p.m. PT)
Presented by: David Lau, Founder & CEP, DPL Financial Partners
Earn: 1 CFP® CE (pending approval), and 1 NAPFA CE in B - Insurance & Risk Management
Members: Free / Non-Members: $59.00
Description: Learn how commission-free insurance turns guaranteed lifetime income from an expensive benefit to an invaluable planning tool. By repricing insurance through the elimination of commissions, variable annuities, fixed indexed annuities, and immediate income annuities can all be used to generate a stream of lifetime income for your clients during retirement. Understand the considerations, methods, and impact of incorporating guaranteed income into your fee-only practice.
David Lau is an executive with more than 25 years of experience building innovative financial services companies. He is the founder and chief executive officer of DPL Financial Partners, a firm focused on the distribution of low-cost, commission-free insurance products geared toward the registered investment adviser (RIA) and fee-only adviser channel. Prior to founding DPL, Mr. Lau was Chief Operating Officer of Jefferson National, a leading innovator of tax-advantaged investing strategies for RIAs and fee-based advisers at broker dealers.