DPL has re-engineered this FIA to offer a Fee-Only solution catered to fiduciary advisors. Join us to learn more about how a FIA can be a great bond alternative, and mitigate sequence of return risk.
Founder & CEO of DPL
David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies.
Adam Brown, FSA, MAAA
VP Actuarial Product Development, Allianz
Adam Brown has over fifteen years of experience building competitive annuity products and risk management strategies.
Greg Goin, CFP®, CRPC®, CLU®
RIA Senior Account Manager, Allianz
Greg Goin is a financial professional specializing in retirement strategies that help clients meet their long-term financial objectives.
Here’s What You’ll Learn
Insurance can be a valuable and powerful asset to your Fee-Only practice.
DPL and Allianz will provide insights for:
- How Fee-Only FIAs address the traditional problems of long surrender periods and low cap ratess
- How to utilize FIAs as a bond replacement and to mitigate sequence of return risK
- How client assets are invested in an insurance carrier's general account to deliver the benefits and protections of a FIA