In this episode of Advisor Revelations, Jackson Bradley talks with Daniel Kopp, Founder &amp; Lead Financial Planner at Wise Stewardship Financial Planning. They discuss how advisors can leverage the current high-interest rate environment to improve client plans through multi-year guaranteed annuities and other fixed-income alternatives. Daniel also shares insights on how he dispels the stigma associated with annuities, highlighting the use of DPL's tools to solve clients' concerns about guar...

Creating a Stable Retirement Income

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.