The 4 Reasons RIAs are Leveraging Commission-Free Insurance

B (1.5)
B (1.5)
Main
10/2/2019
11:00 AM - 12:15 PM
This session will explain why RIAs are using annuities and insurance in their holistic financial plans now more than ever with the advent of no-load products that strengthen their clients’ financial outcomes, and will give you the roadmap you need to get started. More than 10,000 baby boomers retire daily and, as an advisor, you’ll learn why insurance matters now, during the longest post-recession economic expansion, more than ever to your clients. Review case studies, calculator illustrations, and academic research that show the psychological and economic impact to implanting the right product within a holistic financial plan. Learn how and when it makes sense to start the conversation with your clients by developing a strong understanding of the strengths of different income annuity investments and learning about optimal timing for their implementation within a holistic financial plan.

Sponsored by DPL Financial Partners.