Guest Expert: Jonathan Barth, DPL FInancial PartnersThis 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.
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Subscribe NowThis 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.
