Leveraging Insurance to Solve Important
De-risking Problems

Date: December 6th, 2018
Time: 4:15 PM - 5:15 PM ET
CFP CE Approved Hours: 1

The 10-year bull market has resulted in many client portfolios being out of balance. Now, with the bull showing signs of ending, and a low (and possibly rising) interest rate environment, advisors need strategies to rebalance over-weighted equity portfolios, while avoiding potential risk in a rising rate bond market.

Join DPL Founder and CEO, David Lau, on December 6th to learn:

  • Which products are best suited to rebalance an over-weighted equity portfolio, and why
  • Strategies to leverage an insurance company's balance sheet to benefit your client
  • Why Commission-Free insurance is non-correlated to the market through the insurance guarantee
  • Which products to use based on your client's individual needs

Join us for a CE approved webinar to learn more about how Commission-Free insurance can be an intelligent fixed income allocation in your clients' porfolios.

Here’s What You’ll Learn

Insurance can be a valuable and powerful asset to your fee-only practice.

You will learn:

  1. Which products are best suited to rebalance an over-weighted equity portfolio, and why
  2. Strategies to leverage an insurance company's balance sheet to benefit your client
  3. Why Commission-Free insurance is non-correlated to the market through the insurance guarantee
  4. Which products to use based on your client's individual needs

Save My Spot

Speaker

David Lau

David Lau

Founder & CEO

David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. Mr. Lau has expertise in financial services, sales, marketing, technology and operations.

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