Today’s Talk Your Book is presented by DPL Financial Partners:
We spoke with DPL Financial Partners founder and CEO David Lau about creating a marketplace for commission-free insurance products for RIAs. If you’re an RIA, you can register here.
- Michael’s time in the insurance industry
- How insurance products are typically sold
- Incorporating insurance products into RIAs
- How does commission-free insurance work?
- How annuities can be used in retirement planning
- Why the insurance industry will meet the fee-based advisory model
- How do low rates impact annuity payouts?
- How competition and technology impacts insurance pricing
- Integrating insurance into an RIA practice
- Why the insurance industry needs to evolve and why now
- What advisors need to know about annuities
- Case studies
- Annuity comparison calculator
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