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.
In the past, annuities have been overlooked because of their high fees, illiquidity, and complex cost structures. They became unattractive due to a lack of transparency, fine print on returns, and hidden costs. However, the annuity landscape has transformed in recent years. Modern annuities like those provided by DPL Financial Partners offer clients transparent, efficient, and flexible solutions tailored to their modern financial goals.
In this episode, DPL Consultants Logan Cheatham and Joel Melchior talk about the new age of annuities. They discuss how annuities have evolved from high-cost, illiquid, and complex products to streamlined, low-cost, and transparent solutions that align better with modern client goals.
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.