Understanding and Utilizing Fixed Indexed Annuities

Date: July 18th, 2018
Time: 4:15 PM - 5:15 PM EDT

Join DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, to learn about how an insurance company invests your client's money behind the scenes, and how to leverage FIAs in a fiduciary practice.

You will learn:

  • How Fee-Only FIAs address the traditional problems of long surrender periods and low cap rates
  • 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

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.

Speakers

David Lau

David Lau

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

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

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:

  1. How Fee-Only FIAs address the traditional problems of long surrender periods and low cap ratess
  2. How to utilize FIAs as a bond replacement and to mitigate sequence of return risK
  3. How client assets are invested in an insurance carrier's general account to deliver the benefits and protections of a FIA

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