Today’s market conditions have exposed the shortcomings of an investments-only total return strategy, especially for clients nearing retirement. Advisors must now find ways to confront these challenges or risk the success of their clients’ financial plans.

Join DPL Founder & CEO David Lau for a discussion on how RIAs and fee-only advisors can use annuities to not only protect their clients before and during retirement, but also ensure market volatility and inflation don’t jeopardize their firm’s future.

Learning Objectives:

• How to use annuities during accumulation and retirement to improve and protect client portfolios and AUM
• The different types of Commission-Free annuities available today, and how they complement an investment strategy
• Why using annuities for guaranteed retirement income has significant implications for firm AUM and client satisfaction

A Q&A session will follow the presentation.

_1734796710502