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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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What You Need to Know About Lifetime Income
Advisor Revelations
19 minutes 48 seconds
7 months ago
What You Need to Know About Lifetime Income
Annuities are often misunderstood, even among financial advisors. Many dismiss them as expensive, complex, or unnecessary and fail to recognize their true value in a retirement portfolio. But for many retirees, annuities can deliver a steady, guaranteed income, regardless of market fluctuations. This week, DPL's Regional Vice President, Jackson Bradley, and Sales Desk Manager, Willie Jones, talk about the misconceptions about annuities, specifically lifetime income. They discuss how annuities can be a powerful retirement tool and how advisors can leverage these products to create a personal pension for their clients and provide much-needed peace of mind in retirement.
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.