This week, David Lau talks with Galen Shaffer, Principal at Eos Venture Partners. A former McKinsey consultant with nearly five years in the firm's North American insurance practice, Galen brings deep expertise across life and annuities, asset management, and retirement income, and now leads insurance-focused early-stage investments at Eos.

Galen talks with David about the macro forces reshaping retirement. She offers a rare inside view into how insurers think about annuities, innovation, and the future of wealth management. From solving the income challenge for 70 million Americans retiring this decade and the rise of the fiduciary RIA model to the AI gold rush and long-term care needs, Galen discusses why the next frontier of holistic advice must bridge the gap between investment management and sophisticated insurance protection.

How Orion is Meeting Demand for Fee-Based Insurance Solutions

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.