his special “Best of 2025” episode, David Lau revisits standout conversations with Daniel Crosby, Matt Regan, and John Thiel on how annuities fit into a comprehensive financial planning process. Together, they explore why investor psychology, risk management, and guaranteed income matter as much as returns—especially in retirement. From building portfolios clients can emotionally endure, to shifting from pure investment management toward planning-led advice, this episode explores how commission-free annuities can support discipline, confidence, and long-term success.

Solving the Income Gap with Modern Annuities

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.