media:remote_video:0d779651-6bfd-405f-bb97-cadc23dd0528
How to Use Annuities and How to Model them in Financial Planning Software
Presented by Jonathan Barth, DPL FInancial Partners
This session features DPL's Jonathan Barth and MoneyGuide's Tyler Clark providing an excellent foundation for any planner interested in incorporating annuities in their planning process.
Highlights include:
• How to identify which clients can potentially benefit from low-cost, Commission-Free annuity solutions
• Ways to use annuities strategically for secure income, principal protection, and tax deferred growth within a holistic financial plan
• How to model annuities in your planning software
Rating: 74% of the attendees rated the session "Excellent".
For more on DPL: Click here to schedule an appointment with a DPL rep to learn more about their commission-free annuity platform.
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