How to Get Started with Commission-Free Annuities
Tuesday, August 30, 2022
1:00 PM EDT | 10:00 AM PDT
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More than ever before, RIAs have access to a robust selection of no-load annuities designed to protect client portfolios and retirement income. But with so many options available, how should advisors evaluate and begin implementing these solutions in a fiduciary practice?
Join this session to learn how to implement Commission-Free annuities in a financial plan, determine the client needs they're best suited for, and manage these solutions within a fiduciary practice.
Founder & CEO
DPL Financial Partners
David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is a sought-after speaker, commentator and advisor by financial journalists, insurance carriers, RIA firms, fintech companies and others seeking insights on industry products, trends and best practices. His work has received coverage in The Wall Street Journal, Barron’s, CNBC, Wealth Management and other financial media. Currently, David is the CEO of DPL Financial Partners, the industry’s leading turnkey insurance management platform, which he founded in 2014 to bring Commission-Free, value-driven financial services products to the registered investment advisor (RIA) channel. DPL went to market in 2018; in that time, over 1,500 RIA firms have joined DPL to implement insurance and annuity solutions, from leading carriers, into their practices.
Prior to founding DPL, David was Chief Operating Officer of Jefferson National, now Nationwide Advisory Services, a leading innovator of tax-advantaged investing strategies for RIAs and fee-based advisors at broker-dealers. Earlier in his career, David served as chief marketing officer of E*Trade Bank and its predecessor TeleBank, the nation’s first internet bank, where he helped pioneer branchless banking.
Editor & Publisher
Bob Veres is Editor and Publisher of Inside Information. He is an entertaining futurist for the financial advisory profession, author of “The New Profession,” and the best source anywhere for the most relevant thoughts, ideas, experiments and practical tips about how to meet the bright future of the profession on its own terms. He has been named one of the most influential people in the financial planning profession and was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.
Spencer S. Hall, CFP®
Retirement Planning Services, LLC
“What I love most about this work is being able to help my clients enjoy life. When people’s resources are aligned with their core values, they are free to engage in the activities that they enjoy with the people they love most.”
As an experienced wealth manager and a humanitarian with years of service experience,Spencerhas held onto his passion for helping his clients “live and give” in each season of life.Spencer’s focus, warm personality, and analytical skills are the cornerstones of his ability to serve as a trusted financial advisor. ForSpencer, fulfillment comes from family time—whether it’s date night tapas with his wife Emily or kickball in the backyard with his kids. He also finds meaning in being part of the fabric of the community—playing early morning basketball, ensuring the area’s economic future, protecting the region’s open lands, and serving as a local church leader.
CEO and Founder
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.