Bill's Story

Bill is currently an executive at a Florida-based community bank. Despite having over 40 years of experience in the financial services industry, he rarely used annuities during his career, opting instead to concentrate on managing more liquid assets.  

However, as Bill began focusing on his own retirement planning needs, he became more interested in how annuities could provide a foundation of guaranteed income to cover essential expenses.  

Even with an academic understanding of how annuities work, Bill admitted he needed assistance in navigating the complex product landscape to find what made the most sense for his needs.  

Bill first heard about DPL Financial Partners through professional webinars. After reviewing the educational content and videos available on the DPL platform, he deepened his understanding of the types of commission-free annuities that would help him achieve the guaranteed income flooring strategy he wanted.  

Using DPL’s guaranteed income analysis tool and other resources, Bill identified two commission-free annuity products that fulfilled his specific needs: an index annuity and a variable annuity.  

He is very satisfied with his choices and continues to contribute annually to the two contracts as he moves closer to retirement.  

For now, Bill still loves his job at the bank and the joy he gets from serving his clients and community.  

“If others are curious about identifying a source of guaranteed income for retirement where you feel like you’re in the driver’s seat, I would encourage them to check out DPL.”

[press-a-contact-location]