recorded Webinar Continuing Education

Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan

Presented by

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:

  1. The types of Commission-Free annuities currently available to fiduciary advisors
  2. How to match client needs with annuity product types and what to compare when evaluating options
  3. How to manage and bill on Commission-Free annuity products to grow your practice

*Attendance for the entire live event was required for CFP CE credit.

Speakers

Jonathan Barth

Regional VP, Member Success

DPL Financial Partners

Andrew Ladwig

Director of Business Development

Wealthbox

“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

DPL

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