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Article
Aug 10, 2020
DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to see the latest updates.
Article
Dec 28, 2020
With all the changes 2020 brought and a new year around the corner, it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates dramatically changed the environment, but few advisers have similarly transformed their advice. How should advisers...
Article
Jan 13, 2021
The financial insurance and annuity industries are multi-trillion-dollar industries, and they should be. These products are important components of holistic financial plans for individuals and families. Life and disability insurance can help protect income during wealth building years while...
Article
Aug 13, 2021
What's Behind The Boom In Annuity Sales? In the second quarter of 2021, annuity sales were off the charts. "Our preliminary second quarter numbers are the highest we have seen since the fourth quarter of 2008, and the third-highest quarter on record," said Todd Giesing, assistant vice president and...
Case Study
January 24, 23
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an alternative for his clients. PROFILE: Tim had traditionally avoided annuities, as he believed purchasing them would ultimately reduce the value of his clients’...
Case Study
January 24, 23
Chuck Failla, Principal of breakaway firm Sovereign Financial Group, discovered the power of DPL's strategic approach to the 1035 exchange process. PROFILE: When breaking away from his broker-dealer, Chuck Failla needed help transitioning his book of...
Case Study
January 24, 23
Nola Kulig and her firm, Kulig Financial Advisors, integrated MYGAs as a fixed income allocation within clients' portfolios. PROFILE: With interest rates at historic lows and inflation on the rise, safely generating yield had become a challenge for...
Case Study
January 24, 23
Large RIA, Strategic Financial Services, and Laura Powers utilized DPL's Annuity Rescue+ process when breaking away from their broker-dealer. PROFILE: When Strategic Financial Services decided to break away from its broker-dealer, Laura needed help...
Case Study
January 24, 23
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to fill a gap in his clients' retirement plans. PROFILE: When making a transition from broker-dealer to RIA, Spencer needed help evaluating nearly 100...
Case Study
January 24, 23
Vestia Personal Wealth Advisors' Tommy Martin swore off of annuities — until he met DPL. PROFILE: Tommy Martin swore he’d never touch an annuity when he became an RIA. Having started his career on an insurance sales desk, he saw how the high fees and...