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Article

The Perplexing Fascination with the 4% Rule

Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...

Article

What's Behind The Boom In Annuity Sales?

Aug 13, 2021
What's Behind The Boom In Annuity Sales? In the second quarter of 2021, annuity sales...
READ THIS AT FA-MAG.COM

Article

Why the Insurance Industry Needs to Evolve and Why Now

Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products...

Article

Opinion: How retirement planning needs to change in the new year

Dec 28, 2020
With all the changes 2020 brought and a new year around the corner, it may...
READ MORE AT MARKETWATCH.COM

Article

Q3 Advisor Alert Newsletter

Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to...
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Article

RIA Retirement Planning Survey 2020: Executive Summary & Key Findings

Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...
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Article

Just OK Is Not OK for Retirement Income

Jan 23, 2020
WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated...
READ THIS AT WEALTHMANAGEMENT.COM

Article

Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know

Oct 28, 2019
ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what...
READ THIS AT THINKADVISOR

Article

Common RIA Misconceptions about Annuities

Jul 01, 2019
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
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