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Showing 9 Results of 170

Article

Could Your Annuity Be Doing More for You?

Jun 10, 2025
For annuities purchased in the past 20 years, it’s time to do some comparison shopping...

Article

Looking for Predictability in an Unpredictable World?

May 22, 2025
Annuities offer a haven in volatile times. Many people love white-knuckle thrills. Tales of zombie...

Article

Looking for RMD Relief? Try Qualified Annuities

Apr 15, 2025
A 2022 law makes it possible for annuities to deliver guaranteed income and tax relief...

Article

MYGAs are like chicken soup for the bankroll – Here’s why!

Mar 17, 2025
Multi-year guaranteed annuities help protect savings when markets are volatile, while delivering compelling returns and...

Article

The Misconception that Keeps People From Considering Annuities

Feb 20, 2025
If you ask retirees who receive income from an annuity why they purchased the product...

Article

Taking a New Look at Old Annuity Tales

Jan 15, 2025
Chances are, somebody at some point has tried to dissuade you from even considering an...

Article

Annuity Owners Have Peace of Mind In Retirement

Dec 06, 2024
2024 was a watershed year for annuities – and that’s likely to continue. When people...

Article

Are You Ready for Year-End Planning?

Nov 11, 2024
It’s time to take steps to minimize taxes, maximize income, and protect assets. If you...

Article

Department of Labor’s Retirement Security Rule: Advisor Sentiment

Oct 24, 2024
Survey Key Findings DPL Financial Partners conducted a survey of financial professionals to measure sentiment...
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Article

Planning for Long-Term Care

Oct 03, 2024
It’s important to plan for long-term care in case you need it one day. Around...

Article

Retirement Countdown: Five Years Before You Retire

Aug 05, 2024
It’s time to make some important decisions. Retirement is an exciting prospect – and it...

Case Study

Edison Byzyka on Fueling Growth with DPL + Orion

Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...

Case Study

How Scott Marquardt & Team Leveraged the Breakaway Accelerator Program

Jul 09, 2024
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023...

Article

Annuities & Retirement Risk Management, Part 2: Sequence of Returns Risk

Jun 14, 2024
Guaranteed income can help protect against poor market performance as you head into retirement Note...

Article

How Annuities Can Help In An Election Year

Apr 15, 2024
When investors are nervous about the future, annuities can provide protection and peace of mind...

Article

Annuities are not just for retirement income

Mar 14, 2024
Sure, annuities can deliver guaranteed retirement income, but they can do a lot more. Annuities...

Article

Understanding the Department of Labor’s Proposed Rule to Protect Retirement Savers

Feb 14, 2024
In 2023, Major League Baseball implemented rule changes designed to improve the game for players...

Article

Annuity Misconceptions

Jan 16, 2024
Annuities deliver guaranteed retirement income, but misconceptions hold some people back. 1 Many people who...

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