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Advisor Revelations
DPL Financial Partners
111 episodes
5 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
Business
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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 MYGAs Preserve & Protect Retirement Portfolios
Advisor Revelations
23 minutes 26 seconds
3 months ago
How MYGAs Preserve & Protect Retirement Portfolios
This week, Willie Jones talks with Ross McGoodwin, Regional Vice President of Member Success at DPL Financial Partners. Ross helps DPL members find the best insurance solutions for their clients by working with the nation's top insurance carriers to deliver low-cost, commission-free insurance products. Ross and Willie discuss how MYGAs provide competitive and guaranteed returns for retirement savers. He highlights how these straightforward, fixed annuities provide a stable anchor in retirement and complement other fixed-income strategies.
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.