Talk Your Book: Commission-Free Insurance

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.

We discuss:

  • 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

Listen here:


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