According to a recent LIMRA survey, U.S. annuity sales set a new record in the first half of 2024, increasing by 19% over the prior year’s results. Despite investor interest in products that offer downside protection with upside growth potential, many advisors still shun annuities as a legitimate component of their clients’ overall financial portfolio for a multitude of reasons: lack of education, disparity of platform locations, fee levels and payment structures, and personal/cultural biases.
Join us for a moderated discussion with David Lau, Founder and CEO of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the independent RIA and fee-based advisory channels. David is an experienced innovator with a demonstrated history of building disruptive companies focused on delivering value added products to consumers.
During this session you will learn about:
- How modern, commission-free annuities are different from their predecessors, from product design and pricing to fee-billing capabilities and integration into the advisor’s desktop
- How advisors are using low-cost, commission-free annuities to strengthen clients’ financial plans while growing firm AUM and revenue
- New tools and technology that enable advisors to digitally discover, compare, fulfill, manage, and bill on annuities