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Mike is a seasoned professional with expertise in complex strategy products and a passion for helping clients achieve their financial goals. He started his career at Jackson National, where he gained valuable experience in annuities and retirement planning.
Article
Feb 14, 2024
In 2023, Major League Baseball implemented rule changes designed to improve the game for players and fans. This year, MLB is adjusting those rules to make sure they accomplish what was intended. 1 A similar thing is happening in financial services. The financial industry has been making changes to...
Article
Apr 12, 2017
4 Approaches To Managing Sequence Of Returns Risk In Retirement Attempting to sustain a fixed living standard using distributions from a portfolio of volatile assets is an inefficient retirement income strategy. This is a unique source of sequence risk. Four general techniques for managing sequence...
Press Center
Feb 21, 2024
T3 survey shows firm’s market share growth as DPL member AUM surpasses $1T LOUISVILLE, KY, Feb. 21, 2024 — DPL Financial Partners, the leading...
Press Center
Feb 27, 2024
Expanded partnership gives thousands of RIAs direct access to DPL’s no-load annuity marketplace and technology Omaha, NE, Feb. 27, 2024 — DPL...
Press Center
Feb 27, 2024
Users of Orion's tech platform will now have direct access to DPL’s tools for finding and comparing annuities. DPL Financial Partners and Orion...
Press Center
Feb 27, 2024
DPL Financial Partners and Orion Advisor Solutions announced Tuesday an expanded partnership that will build upon the firms’ existing integrations to...
Press Center
Mar 01, 2024
Last year, according to data tracker Limra, U.S. annuity sales reached $385 billion, marking the second straight year of record highs. Limra...
White Paper
Aug 28, 2013
When it comes to generating retirement income, investors arguably spend the most time and effort on selecting "good" investment funds/managers—the so called alpha decision—as well as the asset allocation, or beta, decision. However, alpha and beta...