The coronavirus and market volatility has created a concerning market environment for many individuals approaching retirement or who have recently retired. Join David Lau, DPL Financial Partners Founder and CEO, to learn how insurance companies have repriced annuities - without commissions - to make advisory products cost-efficient solutions for fiduciary advisors looking to strengthen their clients plans with principal protection, lifetime retirement income, tax-efficient legacy and estate planning options, and more. Get insight on how fee-only advisors are implementing no-load annuities to meet goals in a client’s financial plan, whether it’s new money or repurposing an old policy, while simultaneously growing their practice.
How and When to Use No-Load Annuities in a Financial Plan
Presented by David Lau