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.
Financial advisors and investors are starting to see Registered Index-Linked Annuities (RILAs) as more than just another annuity product. They're a compelling alternative to bonds and other fixed assets, offering higher potential returns, better risk-adjusted performance, and greater upside participation. As more people explore the full potential of RILAs, it's becoming clear that they aren't just an annuity option—they're changing the game in retirement planning.
In this episode, Joel Melchior talks with Jeffrey Oberg, Consultant at DPL Financial Partners. Jeffrey is passionate about helping advisors find best-in-class growth and income solutions for their clients. With nearly 10 years of financial services experience as an advisor and a wholesaler, Jeffrey brings a breadth of experience across products and services to DPL.
Joel and Jeffrey explore the world of RILAs. They discuss how RILAs work, how they compare to other financial products, and where they fit within a client's portfolio. Jeffrey also talks about the risks and benefits of RILAs and why they are the fastest-growing segment of the annuity market.
In this episode:
01:14 - Jeffrey's background and career
03:04 - What are RILAs and how do they work?
06:53 - What liquidity looks like on an advisory RILA
08:15 - Where RILAs fit in a portfolio
09:22 - The ideal client profile for RILAs
14:43 - RILAs vs other buffered products
15:25 - Jeffrey's final thoughts
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.
