Advisor Revelations
Advisor Revelations
DPL Financial Partners
Protecting Client Wealth
23 minutes Posted Sep 24, 2024 at 7:00 am.
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Show notes
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-po...