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.
- Was Squid Game an annuity?
- Why should investors hold bonds with yields so low?
- How liquid are annuities?
- The two components of annuity yields
- Why annuities are a better deal in a low interest rate environment
- Why education is so important for yield replacement strategies
- Is 70/30 the new 60/40?
- How do annuities work from an operational perspective?
- The practice management challenges from low rates
- Where does the yield come from with annuities?
- An Alternative to Low Bond Yields
- Fixed Income Comparison
- RIA Retirement Planning Survey
- Why stocks and annuities are the new “plan A”
Contact us at firstname.lastname@example.org with any questions, comments, feedback or recommendations.