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 annuities for RIAs. If you’re an RIA, you can register here.
We discuss:
- Why low rates have caused me to change my mind about certain investment products
- How low rates are impacting advisor portfolio models
- Fixed income alternatives
- The riskiest asset you can put into your portfolio
- How annuities work in a portfolio construct
- The differences between bonds and annuities
- How risk pooling leads to higher rates or return
- What are the fees on annuities?
- The various types of annuities
- The use cases of annuities in a financial plan
- The relationship between interest rates and annuity rates
Listen here:
Links:
- The parallel paths of annuities and ETFs
- Annuity comparison tool
- DPL resources
- Talk Your Book: Commission-Free Insurance
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