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Feb 03, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau debunk common myths about using annuities. In this videos they explore the misconception of insurance carriers going out of business.
Video
Feb 03, 2020
DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP talk about the common misconception of clients thinking that they won't receive much benefit from incorporating an annuity into their retirement strategy.
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Feb 03, 2020
When funding a retirement spending goal, there are 3 key ways to do so successfully. DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP, discuss this strategy.
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Feb 03, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau dig into reasons why using only bonds to fund retirement spending is inefficient.
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Feb 03, 2020
DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to explain why waiting for interest rates to increase before investing in an annuity may not be an effective strategy.
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Feb 03, 2020
DPL Founder and CEO, David Lau sits down with Wade Pfau PhD, CFA, RICP to talk about why many feel that annuities are complex and why it's important to gain more knowledge about annuities.
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Feb 03, 2020
DPL Founder and CEO, David Lau and Wade Pfau PhD, CFA, RICP, discuss the best ways to use a variable annuity for retirement income.
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Feb 03, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau discuss the best ways to use a fixed index annuity for retirement income.
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Feb 04, 2020
Understanding how a fixed index annuity works can get a little confusing. Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau explain how an FIA works.
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Feb 04, 2020
Wade Pfau PhD, CFA, RICP and DPL Founder and CEO, David Lau discuss how the total return portfolio approach works to generate retirement income for a client.