How and When to Use Commission-free Annuities in a Holistic Financial Plan

$60, or complimentary with Signature or Elite benefits

Keyword(s) David Lau

Annuities are changing. Learn the types of Commission-Free annuities available, their potential role in a holistic financial plan, how to find the right annuity to meet client specific needs, and how advisors are billing on no-load products.

Credit Information 1

Tag(s) Investments, Retirement, 1 hour: Institute certifications, On-Demand Recording, Signature (up to 10), Elite (full access)

Description

Annuities are changing. Once known primarily for complexity and high-cost, annuities have evolved into a powerful tool within the financial plan, delivering value to advisors and clients alike. Learn the types of Commission-Free annuities available, their potential role in a holistic financial plan, how to find the right annuity to meet client specific needs - retirement income, asset protection, tax-deferred growth and legacy - and how advisors are billing on no-load products.

Speaker:

David LauFounder & CEO, DPL Financial Partners

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^®certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

Expiration:

- One year from the date purchased