Most advisors offer financial and estate planning services in today’s marketplace. With an ever-expanding list of holistic planners, it’s difficult to differentiate your firm from a list of competitors. Sharing Commission-Free insurance and annuities and addressing clients’ existing annuities head-on is a simple way to add instant value.

In this episode, DPL’s Tim Rembowski talks with DPL consultant Jake Markowitz about using Commission-Free annuities to differentiate your services, modeling these solutions for your clients to show how your solution compares to their existing insurance, and adding annuities to your marketing pitches without turning off prospective and existing clients.

Key Takeaways

[01:59] - Why DPL prevents advisors from losing assets and losing clients.

[04:17] - Why weeding out the competition is so important.

[07:36] - How to differentiate yourself in the annuity space.

[10:12] - How to speak to clients at traditional brokerage firms about why the commission-free model is their best bet.

[11:27] - Why addressing annuity solutions differentiates your firm.

[13:53] - How to market yourself using commission-free annuities.

[16:57] - Why marketing annuity solutions won’t turn off existing and prospective clients.