Learn how to use Commission-Free annuities and insurance as a part of your holistic financial planning strategy.
Take 15 minutes to learn how DPL’s turnkey insurance management platform helps RIAs levergage no-load annuities and insurance as part of their holistic financial planning process. Our Consultants can answer your questions about our commission-free products and solutions, how we work with advisors, and how you can get up and running with insurance in your fee-only practice.
The annuity is the single most important investment vehicle in the next 10 years.
Why Annuities are Important Today
Fiduciary advisors are turning to no-load annuities to deliver a holistic financial planning process that meets client needs for:
- Efficient, guaranteed income
- Downside protection against market downturns
- Client peace of mind they won't outlive their income
- Accumulation and tax deferral