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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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.
How Commission-Free Annuities Are Winning Over RIAs
Advisor Revelations
24 minutes 17 seconds
4 months ago
How Commission-Free Annuities Are Winning Over RIAs
This week, Kameron McRay talks with Sam Johnson, Vice President of Business Development at DPL. Sam is an expert in leveraging commission-free insurance to create meaningful value for investors. He collaborates closely with carrier partners, supporting both their work with DPL and the broader RIA and advisory marketplace.
Drawing on deep industry experience, Kameron and Sam explore the transformation of the advisory annuity landscape. They discuss the shift from commission-based products to advisory-friendly solutions that align with fiduciary models, eliminating surrender schedules and unnecessary fees. They covers the rise of fixed index and registered index-linked annuities, advancements in digital applications, and integration with advisor workflows. Sam also shares insights on the future of the industry, including better post-issue support and deeper tech integration, as annuities continue to gain traction among RIAs.
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.
