Today’s retirement realities make it challenging for advisors who rely on traditional strategies to deliver income security and the peace of mind it brings to clients. Knowing when and how to leverage Commission-Free annuity solutions can improve financial outcomes for your clients, and help grow your practice by delivering a differentiated, holistic client experience. This previously recorded webinar will cover:
*Attendance for the entire live event was required for CFP CE credit.
Regional VP, Member Success
DPL Financial Partners
Director of Business Development
“We are excited to join forces with Wealthbox CRM, known for its user-friendly interface, robust features, and innovative approach to wealth management. Together, we will enhance the capabilities of advisors to help them deliver exceptional client value and holistic services that include insurance and annuity solutions.”
Rachel Cameron, Director of Strategic Partnership