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Advisor Revelations

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices s

Episodes

Total: 87

Registered Index-Linked Annuities (RILAs) have gained traction recently, attracting financial adviso

Transitioning to independence is a journey of evolution for advisory firms. It's a bold step toward

The market landscape for annuities and insurance continues to evolve, driven by the current interest

In this episode, Wade Pfau and Alex Murguia of Retirement Researcher, share an innovative new tool c

Long-term care planning is an important component of comprehensive financial planning. It extends be

The transition to independence can be a challenging process for financial advisory firms. However, w

Welcome to another insightful episode of the "A Day at DPL" segment of the Advisor Revelations podca

Tax planning is a multifaceted approach that extends beyond simply complying with tax obligations. I

As retirement age draws near, having a well-structured and enduring financial plan becomes even more

Annuities can be powerful tools for legacy planning when used strategically. The non-qualified stret

Michael Finke and David Lau explore the unique challenges faced by retirees and the critical need fo

When it comes to insurance, finding the right solution is often like looking for a needle in a hayst

As people bid farewell to the workforce and prepare to embrace their golden years, maintaining a ste

The shift towards advisory fees in the annuity industry has transformed the way advisors approach th

The intersection of technology and innovation plays a pivotal role in shaping management platforms f

As economic landscapes fluctuate and tax regulations evolve, ensuring clients' financial health requ

Traditional retirement plans, like 401Ks, are undoubtedly valuable instruments for accumulating savi

Research from leading academic, Wade Pfau, shows that many people really like annuities and want to

When it comes to annuity solutions, the prevalent approach often involves pre-packaged options rathe

The emergence of digital platforms and new technologies has transformed the way advisory firms opera