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Advisor Revelations
DPL Financial Partners
111 episodes
4 days ago
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
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Investing
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All content for Advisor Revelations is the property of DPL Financial Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.
Show more...
Investing
Business
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How Annuities Can Help Bridge the Social Security Gap
Advisor Revelations
20 minutes 20 seconds
6 months ago
How Annuities Can Help Bridge the Social Security Gap
Social Security is a foundational piece of retirement income, but it is often not enough to cover all expenses. With people living longer and costs rising, annuities provide guaranteed lifetime income that helps bridge the gap and reduce the risk of outliving one's resources. Understanding the various annuity options helps advisors create a retirement plan that offers stability and flexibility. In this episode, Willie Jones talks with Ashley Hammond about how financial advisors can help clients bridge the Social Security income gap using annuities. They explore strategies for maximizing retirement income, managing risk, and using qualified funds to get clients guaranteed income for life.
Advisor Revelations
DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices. *This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.