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How to Use Annuities and How to Model them in Financial Planning Software
Guest Expert: Jonathan Barth, DPL FInancial Partners
Date:
Webinar Replay Description

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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