In this episode, DPL's Regional Vice President of Member Success, Jackson Bradley, and Internal Consultant, Matt Robinson, talk about guaranteed lifetime income and long-term care solutions. They explore the difference between annuitization and lifetime income, tax treatments of lifetime income withdrawals, and long-term care enhancements. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode, DPL's Regional Vice President of Member Success, Blake Phillips, and RIA Consultant, Willie Jones, talk about annuities and their role in modern retirement planning. From understanding the history and purpose of annuities to exploring innovative fee-based solutions, Blake and Willie demystify common misconceptions and highlight how annuities can offer flexibility, principal protection, and guaranteed retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode, Ross McGoodwin talks with John Watson, Internal Sales Consultant at DPL, about Roth IRA and tax-free lifetime income strategies. They discuss how these strategies generate guaranteed lifetime income and provide clients with financial stability and emotional assurance. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Amy Arnett talks with Bret Riddle, Senior Advanced Design Analyst at Pacific Life. They discuss maximizing the federal estate tax exemption, current legislation, and how high-net-worth individuals can take advantage of temporary doubled exemptions before the Sunset Rule in 2026. They also explore advanced planning tools like spousal lifetime access trusts (SLAT) and the role of life insurance in wealth transfer. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Ross McGoodwin talks with Jack Csenge, Wealth Advisor at Csenge Advisory Group. They discuss the challenges advisors and clients face when dealing with complex annuity portfolios. Jack shares how DPL has revolutionized the process, offering a more streamlined and efficient approach. They also explore the benefits of using annuities as a component of a comprehensive financial plan, including increased equity exposure and guaranteed income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, DPL Regional Vice President Jackson Bradley talks with Kim Miranda, Chief Operating Officer, and Kayla Van Dyke, Client Service Manager at Bellwether Wealth. Kim and Kayla share their experience transitioning from a broker-dealer to an independent RIA, the challenges they encountered, and the benefits of using DPL's Breakaway Accelerator Program. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, David Lau talks with Natalie Wolfsen, CEO of Orion Advisor Solutions. They discuss the evolving landscape of financial advice, the importance of providing technology solutions to financial advisors, and how Orion is committed to creating a comprehensive wealth management ecosystem. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode of Advisor Revelation, Jackson Bradley talks with Tyler Caummisar, an Internal Consultant at DPL, about protected growth, crediting strategies for advisors, and how to protect client wealth. They discuss why clients seek protection in their portfolios and highlight how Multi-Year Guaranteed Annuities (MIGAs), Fixed Index Annuities (FIAs), and Registered Index-Linked Annuities (RILAs) protect and benefit clients. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, David Lau talks with Jack Sharry, EVP and Chief Growth Officer at LifeYield, about the importance of tax management in retirement planning. They discuss how advisors can deliver alpha and tax-efficient investing and withdrawals for their clients. Jack also shares how LifeYield helps advisors optimize asset location, minimize taxes, and create retirement income strategies. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode, Logan Cheatham talks with John Watson, Internal Sales Consultant at DPL Financial Partners, about how retirees can secure a stable retirement income. They discuss the current state of the economy, the retirement status for most people in America, and the 4% rule. They also explore why advisors should look to insurance carriers to manage risk rather than manage it themselves. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.