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

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

B-Insurance & Risk Management

David Lau

Member: $0.00
Non-Member: $0.00Your price

Published: 09/01/2020

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 Bio:
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.

1 NAPFA CE in B - Insurance & Risk Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from September 2020.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.