Join leaders from DPL Financial Partners and Midland National to learn how fixed indexed annuities can add protection and a level of certainty to retirement plans.
Here’s What You’ll Learn
- How Midland National’s Commission-Free FIA is built to provide principal protection and guaranteed retirement income, while offering a health-activated income multiplier feature that can double income for up to 5 years
- How RIAs can leverage the Midland National Capital Income to provide enhanced benefits within their clients’ financial plans
Founder & CEO, DPL Financial Partners
David Lau is the Founder and CEO of DPL Financial Partners, the leading turnkey insurance management platform for RIAs, that brings low-cost, commission-free insurance solutions from a variety of the nation's top carriers to fee-only advisors. Prior to founding DPL, David served as Chief Operating Officer at Jefferson National, now Nationwide Advisory Services, and drove the development and implementation of the industry’s first and only flat-fee variable annuity product (Monument Advisor).
President of Sammons® Independent Annuity Group
Rob TeKolste is president of Sammons® Independent Annuity Group, a division of Sammons® Financial, Inc., responsible for overall business strategy and leadership. Rob leads the fixed annuity distribution through independent agent channels, such as independent agents, Independent Marketing Organizations, and Registered Investment Advisors. He also oversees product development, profitability of new business and in-force business, marketing, sales, and distribution relationships of fixed annuities within the distribution channels. As site leader of Sammons Financial Group’s West Des Moines offices, Rob is responsible for site operations and fostering a community involvement and a values-based culture.
Senior Vice President, Product Development, Midland National
Rhonda Elming is Senior Vice President, Product Development. Rhonda is responsible for Midland National’s annuity product strategy including product development and product profitability. Rhonda has 30 years of experience in the insurance industry serving in a variety of actuarial and leadership roles. Rhonda has been developing indexed life insurance and annuity products since their inception, working for market leaders such as ING, AmerUs, and Aviva before joining Midland National in 2013.