Podcasts about dpl

  • 71PODCASTS
  • 219EPISODES
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  • 1EPISODE EVERY OTHER WEEK
  • May 20, 2025LATEST

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Best podcasts about dpl

Latest podcast episodes about dpl

Advisor Revelations
Simplifying Annuity Operations

Advisor Revelations

Play Episode Listen Later May 20, 2025 21:22


n this episode, Jackson Bradley talks with Matt Robinson, Internal Consultant at DPL Financial Partners. They discuss the operational side of annuities and how they have improved over time. Matt shares how DPL simplifies annuity application processes for advisors and their clients, as well as its tech-forward tools, like the Apply Now feature, to streamline the process and save advisors time and effort. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
How Annuities Can Help Bridge the Social Security Gap

Advisor Revelations

Play Episode Listen Later Apr 22, 2025 20:20


This week, Willie Jones, Sales Desk Manager, and Ashley Hammond, Consultant at DPL, discuss how financial advisors can help clients bridge the Social Security income gap using annuities. They explore strategies for maximizing retirement income, managing risk, and using qualified funds to get clients guaranteed income for life. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
What You Need to Know About Lifetime Income

Advisor Revelations

Play Episode Listen Later Apr 8, 2025 19:48


This week, DPL's Regional Vice President, Jackson Bradley, and Sales Desk Manager, Willie Jones, talk about the misconceptions about annuities, specifically lifetime income. They discuss how annuities can be a powerful retirement tool and how advisors can leverage these products to create a personal pension for their clients and provide much-needed peace of mind in retirement. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
Smart Growth for Independent Advisors

Advisor Revelations

Play Episode Listen Later Mar 25, 2025 23:37


This week, DPL's CEO David Lau talks with Matt Regan, President & CEO at Wealthcare. They discuss how Wealthcare's powerful planning software, investment solutions, and hands-on support help advisors make the leap to independence and scale their businesses. He also offers valuable insights into emerging industry trends and how advisors can grow more efficiently in a competitive landscape. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Defend & Publish
DP&L Episode 220: Interview with James Lang - Write Like You Teach

Defend & Publish

Play Episode Listen Later Mar 22, 2025 13:49


In this episode, President and executive writing coach Christine Tulley interviews DPL writing coach James Lang about his forthcoming book, Write Like You Teach.      Resources Mentioned in this Episode James Lang, Write Like You Teach.   Try out these strategies in a workshop with Jim!"Double Duty Scholarship: Leveraging Academic Work for Public Media."  DATE/TIME: Friday, April 4, 2025 (1pm ET) ABOUT: Shaper your argument and your prose from published scholarship for non-academic audiences, from your framing question to the pitches. REGISTER   DP&L Resources Set your writing goals with us!.  Try us out in a free consultation. Check out our current and past workshops at Eventbrite for writing support content. A FREE webinar is posted each month. Missed a workshop? Request a workshop or webinar recording from christine@defendandpublish.com Don't forget about the wonderful resources at Textbook and Academic Authors Association. The organization can be found at: https://www.taaonline.net/ New to TAA? Join for just $30 using discount code TAA70 for 70% off!!! Returning TAA members can use the coupon code TAADP10 for $10 off an annual membership. You will also receive a copy of the eBook, Guide to Making Time to Write: 100+ Time & Productivity Management Tips for Textbook and Academic Authors.

Defend & Publish
D&P Podcast Episode 217: DPL Success Story - An Interview with Janice Ross

Defend & Publish

Play Episode Listen Later Mar 1, 2025 14:01


In this episode, President and executive writing coach Christine Tulley interviews Dr. Janice Ross, Professor Emerita, from Stanford University about her new book, The Choreography of Environments: How the Anna and Lawrence Halprin Home Transformed Contemporary Dance and Urban Design. This project was written start to finish, in less than a year, using DPL coaching services.  Resources Mentioned in this Episode Purchase The Choreography of Environments here.    Resources Upcoming “Final Dissertation Push” workshop (use PODCAST10 for a $10 discount!). It will be recorded and all registrants get the recording. Set your writing goals with us!.  Try us out in a free consultation. Check out our current and past workshops at Eventbrite for writing support content. A FREE webinar is posted each month. Missed a workshop? Request a workshop or webinar recording from christine@defendandpublish.com Don't forget about the wonderful resources at Textbook and Academic Authors Association. The organization can be found at: https://www.taaonline.net/ New to TAA? Join for just $30 using discount code TAA70 for 70% off!!! Returning TAA members can use the coupon code TAADP10 for $10 off an annual membership. You will also receive a copy of the eBook, Guide to Making Time to Write: 100+ Time & Productivity Management Tips for Textbook and Academic Authors.

Cross-border tax talks
US Tax Policy: What's Staying, What's Going, and What's Next?

Cross-border tax talks

Play Episode Listen Later Feb 27, 2025 48:34


Doug McHoney (PwC's International Tax Services Global Leader) is joined by Pat Brown, an International Tax Partner and Co-Leader of PwC's Washington National Tax Services practice. Together, they unpack the state of US corporate tax policy in 2025, analyzing how regulatory, legislative, and geopolitical forces could shape the next era of taxation. Doug and Pat dissect the final regulations issued in the closing days of the Biden administration, including the controversial disregarded payment loss (DPL) regulations, finalized and proposed digital content and cloud sourcing rules, and updates on corporate basis-shifting transactions. With a new administration in power, they explore whether these rules will stand, be modified, or be repealed entirely—and what this means for business certainty and planning. The conversation then pivots to legislative challenges, as the expiration of key provisions from the 2017 Tax Cuts and Jobs Act (TCJA) creates a ticking time bomb for tax policy.  Finally, they tackle the international tax front, where the US f administration responds to the OECD's Pillar Two and potential digital services tax (DST) retaliation under new proposals like Section 899.  

Advisor Revelations
MYGA Ladders

Advisor Revelations

Play Episode Listen Later Feb 25, 2025 13:40


In this episode of Advisor Revelations, Blake Phillips, Regional VP of Member Success at DPL, talks with DPL Internal Consultant Tyler Caummisar about MYGA ladders and why they are becoming a go-to strategy for advisors looking to optimize their clients' portfolios. From comparing MYGAs to traditional instruments like CDs and treasuries to understanding how laddering can diversify assets and mitigate interest rate risk, Tyler discusses how DPL's cutting-edge platform simplifies researching, purchasing, and managing annuities. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
Planning for Annuity Utilization in 2025

Advisor Revelations

Play Episode Listen Later Jan 14, 2025 24:06


In this episode, DPL's Regional Vice President of Member Success, Kameron McRay, and Consultant, Logan Cheatham, discuss how financial advisors can utilize annuities more effectively in 2025. They discuss why commission-free annuities are gaining traction as a supplement or alternative to traditional fixed-income solutions, how to de-risk portfolios effectively, and the annuity products that generate efficient retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
Lifetime Income and Long-Term Care Enhancements

Advisor Revelations

Play Episode Listen Later Dec 31, 2024 21:06


In this episode, DPL's Regional Vice President of Member Success, Jackson Bradley, and Internal Consultant, Matt Robinson, talk about guaranteed lifetime income and long-term care solutions. They explore the difference between annuitization and lifetime income, tax treatments of lifetime income withdrawals, and long-term care enhancements. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
How Annuities Can Secure Your Retirement

Advisor Revelations

Play Episode Listen Later Dec 17, 2024 20:50


In this episode, DPL's Regional Vice President of Member Success, Blake Phillips, and RIA Consultant, Willie Jones, talk about annuities and their role in modern retirement planning. From understanding the history and purpose of annuities to exploring innovative fee-based solutions, Blake and Willie demystify common misconceptions and highlight how annuities can offer flexibility, principal protection, and guaranteed retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
The Roth IRA Advantage: Building Tax-Free Wealth for Life

Advisor Revelations

Play Episode Listen Later Dec 3, 2024 27:41


In this episode, Ross McGoodwin talks with John Watson, Internal Sales Consultant at DPL, about Roth IRA and tax-free lifetime income strategies. They discuss how these strategies generate guaranteed lifetime income and provide clients with financial stability and emotional assurance. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Peer Talk with Dan Crowley
Greg Scarlato - Cybersecurity and IT in Small Business

Peer Talk with Dan Crowley

Play Episode Listen Later Nov 20, 2024 27:44


Hey Everyone! On today's episode of Peer Talk, Dan Crowley meets with Greg Scarlato from ezMicro. ezMicro has been providing IT Solutions for over 30 years, all the while managing the changing tides of a very dynamic industry. Supporting companies big to small, Greg speaks to current issues facing the industry, including ransomware, the cost of IT, the insurance attached to IT, data breaches, and more. IT is a vital part of every business, listen in to stay up on the latest trends! Today's episode was sponsored by ⁠⁠DPL Telematics⁠⁠. DPL Telematics is a premier provider of cutting-edge asset monitoring, GPS, and telemetry technologies catering to diverse industries such as construction, agriculture, rental, mining, rail, fleet, and oil fields. DPL has an unwavering commitment to providing you with the most reliable products, backed by unparalleled support, ensuring world-class solutions with uncompromised quality. ⁠⁠Contact Logan⁠⁠ from DPL to Learn More About Your Exclusive Offering! Email: logan@dpltel.com Phone: 1.800.897.8093

Advisor Revelations
Simplifying Insurance Planning

Advisor Revelations

Play Episode Listen Later Nov 5, 2024 31:10


This week, Ross McGoodwin talks with Jack Csenge, Wealth Advisor at Csenge Advisory Group. They discuss the challenges advisors and clients face when dealing with complex annuity portfolios. Jack shares how DPL has revolutionized the process, offering a more streamlined and efficient approach. They also explore the benefits of using annuities as a component of a comprehensive financial plan, including increased equity exposure and guaranteed income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
Bellwether Wealth's Journey to Independent RIA with Kim Miranda and Kayla Van Dyke

Advisor Revelations

Play Episode Listen Later Oct 22, 2024 15:10


This week, DPL Regional Vice President Jackson Bradley talks with Kim Miranda, Chief Operating Officer, and Kayla Van Dyke, Client Service Manager at Bellwether Wealth. Kim and Kayla share their experience transitioning from a broker-dealer to an independent RIA, the challenges they encountered, and the benefits of using DPL's Breakaway Accelerator Program. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Life on Mars - El podcast de MarsBased
087 - Limpieza de armario en tu empresa, con Laura Gascon y Lilit D'Elia

Life on Mars - El podcast de MarsBased

Play Episode Listen Later Oct 15, 2024 68:14


Send us a text¿Cada cuándo hay que hacer limpieza de armario en la empresa? ¿Quién tiene que hacerlo y, sobre todo, cómo?Hablamos con dos expertas en organización y gestión de personal, Laura Gascon (ex-CEO de DPL) y Lilit D'Elia (CEO @ Brhands), cuyas visiones transversales - que cubren varios sectores, muchos años de experiencia y tamaños de empresa desde startups a grandes corporaciones - nos ayudan a entender la importancia de plantearse cambios profundos a nivel organizacional, financiero y de equipo de manera regular en las empresas.Aprovechamos para comentar cómo lo hacemos en MarsBased, que es algo que hacemos entre 2 y 3 veces al año, dependiendo de qué se trate, y de cómo no es trivial saber cuándo hay que tocar cosas que no funcionan y saber darle tiempo a que puedan respirar los nuevos proyectos.Tenemos que agradecer a las invitadas la facilidad que han puesto en organizar su discurso y la ausencia de "eeehs" y "ummmms" tan frecuentes en otros perfiles, y que tanto cuestan de editar cuando se preparan los episodios.Support the show

Advisor Revelations
Protecting Client Wealth

Advisor Revelations

Play Episode Listen Later Sep 24, 2024 23:36


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-podcast.

Peer Talk with Dan Crowley
Michael Bell - Insurance in the Rental Industry

Peer Talk with Dan Crowley

Play Episode Listen Later Sep 12, 2024 45:44


On today's episode of Peer Talk, Dan Crowley meets with Michael Bell, CEO/Owner of ⁠Robert Bell Insurance⁠. A true veteran of the industry, Michael Bell has incredible insight on insurance in the Equipment and Party Rental industries. This is a great listen for anyone looking to lower their insurance rates or just learn more about the industry in general. Michael also mentions his advocacy for Childhood Cancer Research, which you can find more information on here. Hope you enjoy. Today's episode was sponsored by ⁠DPL Telematics⁠. DPL Telematics is a premier provider of cutting-edge asset monitoring, GPS, and telemetry technologies catering to diverse industries such as construction, agriculture, rental, mining, rail, fleet, and oil fields. DPL has an unwavering commitment to providing you with the most reliable products, backed by unparalleled support, ensuring world-class solutions with uncompromised quality. ⁠Contact Logan⁠ from DPL to Learn More About Your Exclusive Offering! Email: logan@dpltel.com Phone: 1.800.897.8093

The Pet Food Science Podcast Show
Dr. Stephanie Clark: Product Development in Pet Food | Ep. 64

The Pet Food Science Podcast Show

Play Episode Listen Later Aug 29, 2024 38:53


Hello there!In this episode of The Pet Food Science Podcast Show, Dr. Stephanie Clark, Assistant Director of Special Services at BSM Partners, explores the intricacies of product development in the pet food industry. She shares her expertise on the challenges of scaling nutrition from initial formulation to full-scale production, including integrating new ingredients and supplements. Join us on all major platforms to better understand pet food product development."Balancing nutrition, cost, and consumer expectations is a fine line every pet food developer must walk."Meet the guest: Dr. Stephanie Clark, PhD, CVT, PAS, CFS, Dpl. ACAS-N, VTS (Nutrition), is the Assistant Director of Special Services at BSM Partners. With a PhD in animal science focusing on the gut microbiome and nutraceuticals for osteoarthritis, Dr. Clark has extensive experience developing pet food products, including treats, supplements, and specialized diets. Her expertise in companion animal nutrition is a valuable asset to the pet food industry.What will you learn:(00:00) Highlight(01:48) Introduction(05:57) Product development(10:27) Clinic nutrition to commercial(14:08) Trends in pet food ingredients(20:50) Novel ingredients(26:06) Consumer education(33:43) Final QuestionsThe Pet Food Science Podcast Show is trusted and supported by innovative companies like:* Trouw Nutrition* Kemin- Innovafeed- EW Nutrition- Scoular- Corbion- ICC- ProAmpac- ADM- Alura- BioriginAre you ready to unleash the podcasting potential of your company?

Advisor Revelations
Maximizing Retirement Income in a High-Interest Rate Environment

Advisor Revelations

Play Episode Listen Later Aug 13, 2024 23:48


In this episode of Advisor Revelations, Jackson Bradley talks with Daniel Kopp, Founder & 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 guaranteed income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Defend & Publish
DPL Podcast Episode 187: Making Your Case and Providing Your Evidence for Tenure and Promotion

Defend & Publish

Play Episode Listen Later Aug 3, 2024 13:09


In this episode, President and executive writing coach Christine Tulley chats with DPL writing coach Lilian Mina about preparing and writing about evidence for tenure and promotion as well as an upcoming two part workshop. Tenure and promotion workshop registration DPL RESOURCES Check out our suite of fall workshops, including fall semester planning. Set your writing goals with us!  Try us out in a free consultation. Check out our current and past workshops at Eventbrite for writing support content. A FREE webinar is posted each month. Missed a workshop? Request a workshop or webinar recording from christine@defendandpublish.com Don't forget about the wonderful resources at Textbook and Academic Authors Association. The organization can be found at: https://www.taaonline.net/ New to TAA? Join for just $30 using discount code TAA70 for 70% off!!! Returning TAA members can use the coupon code TAADP10 for $10 off an annual membership. You will also receive a copy of the eBook, Guide to Making Time to Write: 100+ Time & Productivity Management Tips for Textbook and Academic Authors.

Defend & Publish
DPL Podcast Episode 185: Why Use Omeka and Scalar

Defend & Publish

Play Episode Listen Later Jul 20, 2024 14:23


In this episode, President and executive writing coach Christine Tulley chats with Heather Witcher, DPL writing coach about using tools such as Omeka and Scalar to present research and publish digital articles. Join us for our hands on $10 workshop for combined Omeka and Scalar instruction (register to attend live or get the recording) RESOURCES MENTIONED Scalar Omeka DPL RESOURCES Set your writing goals with us!  Try us out in a free consultation. Check out our current and past workshops at Eventbrite for writing support content. A FREE webinar is posted each month. Missed a workshop? Request a workshop or webinar recording from christine@defendandpublish.com Don't forget about the wonderful resources at Textbook and Academic Authors Association. The organization can be found at: https://www.taaonline.net/ New to TAA? Join for just $30 using discount code TAA70 for 70% off!!! Returning TAA members can use the coupon code TAADP10 for $10 off an annual membership. You will also receive a copy of the eBook, Guide to Making Time to Write: 100+ Time & Productivity Management Tips for Textbook and Academic Authors.

Advisor Revelations
Elevating Retirement Planning with DPL & Orion

Advisor Revelations

Play Episode Listen Later Jul 16, 2024 22:48


This week, Kameron McRay talks with Edison Byzyka, Chief Investment Officer at Credent Wealth Management. They discuss how Credent Wealth Management utilizes DPL tools to implement commission-free annuities, how the firm works with RIA firms to create holistic retirement plans, and how to move clients into better price solutions and strategies for fixed-income alternatives. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
How Advisors Transition to Independence

Advisor Revelations

Play Episode Listen Later Jul 2, 2024 16:14


In this episode, Ross talks with Matt Grillo, Director of DPL's Breakaway Accelerator Program. Matt empowers financial advisors to transition their annuity business to a fee-only model. He specializes in helping advisors accelerate their move to independence while maintaining control of their annuity book. Matt also helps optimize a firm's practice for sustainable growth and client-centric success.Matt talks with Ross about the DPL's Breakaway Accelerator Program. They discuss how advisors can leverage this program to scale their firms, increase revenue, maintain control over clients' annuity contracts, and transition to an advisory-based annuity model.Key Takeaways[01:05] - Matt's background and how he got started at DPL.[02:04] - DPL's Breakaway Accelerator Program.[03:01] - The challenges of maintaining control over annuity contracts.[04:45] - How the DPL's Breakaway Accelerator Program helps clients.[06:54] - What independence means in terms of revenue.[09:26] - How to start with DPL's Breakaway Accelerator Program.[11:58] - Moving to independence.[13:19] - An example of how DPL's Breakaway Accelerator Program helps firms increase revenue.

The Pulse on AMI-audio
Disability & Film Production (Part 1) - Ophira Calof, Disabled Producers Lab

The Pulse on AMI-audio

Play Episode Listen Later Jun 29, 2024 30:05


Joeita speaks to scriptwriter and disabled TV producer Ophira Calof about the Disabled Producers Lab a new program designed to teach production skills to disabled women and trans creators. Part 1 of a 2 part series. HighlightsDisability Stereotypes - Opening Remarks (00:00)Introducing Ophira Calof – Writer, Performer & Facilitator (01:54)Cripping the Script (04:00)Shifting Our Structures (05:00)The Role of the Storyteller (06:51)Representation & Disability Narratives (10:18)Disabled Producers Lab (12:46)Addressing Barriers, Ableism & Broader Structural Issues (19:50)Increasing Disability Representation in the TV Landscape (23:07)Disabled Producers Lab Application Process (25:17)Show Close (27:01)Guest Bio - Ophira Calof (pronouns: they/she) is a multi-award winning Disabled writer and performer who is drawn to character driven stories that combine humour and heart while subverting narrative tropes and works to “crip the script,” centring disability knowledge and experience. Their recent credits include One More Time (CBC), Rubble and Crew (Treehouse TV), PUSH (CBC), Shelved (CTV), Dino Dex (Amazon Prime), Welcome Series (Titan1Studios), and their solo show Literally Titanium, which has been featured in both academic and performance spaces as a case study in accessible production.Ophira is also the creative director for the Accessible Writers' Lab, a national initiative presented by AMI, RAFFTO and sponsored by the Canada Media Fund and Telefilm, to experiment with what an accessible tv writers' room might involve. Ophira was the accessibility process lead for AccessCBC, and the curatorial committee lead for the 2022 ReelAbilities Film Festival Toronto. They have taught workshops and provided mentorship internationally on storytelling, writing, music, accessibility and disability narratives, and created the courses Sketch Comedy with Ophira Calof and Crip Storytelling, a series in partnership with Centre of Independent Living Toronto and the Miles Nadal Jewish Community Centre.Additionally, Ophira has created a number of disability arts projects including the series Making Space: Stories of Disabled Youth Past and Present (Myseum Toronto/RAFFTO) and Dis/Play, a public arts project that projected the stories of over 50 Deaf and Disabled creatives onto exterior building walls across the city (MNJCC/RAFFTO/ArtWorxTO: Toronto's Year of Public Art 2021-2022).Ophira graduated from Second City's Writing and Sketch Conservatory programs and the Buddies in Bad Times Theatre Emerging Creator's Unit. They were featured in the Second City 2018 Toronto Diversity Fellowship Showcase, are the 2018 recipient of the Tim Sims Encouragement Award and received the 2021 Cahoots Theatre Promising Pen Prize. They were also named a TV writing fellow for the 2022 RespectAbility Lab for Entertainment Professionals with Disabilities and are currently taking part in the 2023 Warner Brothers Discovery Access X Canadian Academy Writers Program.Disability Screen Office: The Disability Screen Office is a national, not-for-profit organization that works with the Canadian screen industry to eliminate accessibility barriers and foster authentic and meaningful disability representation throughout the sector.We are excited to help make the Canadian media industry more inclusive, and look forward to amplifying the voices of people with disabilities across the Canadian media landscape.Disabled Producers Lab: The Disabled Producers Lab is a part-time, online program designed as a space for disabled producers marginalized by gender across Canada including, but not limited to, transgender women, cisgender women, transgender men, non-binary people and many other gender identities.Up to five participants will enter the lab with a completed short film script (up to 10 minutes or 10 to 11 pages) and be paired with an industry mentor to support them in developing a comprehensive production binder for the film featuring a realistic schedule, budget, accessibility plan and pitch package.This lab aims to strengthen the skills and knowledge required to be a successful producer and create systemic change within the production industry by fostering an environment where accessibility is at the forefront of production practices, challenging and reshaping industry norms.  About The PulseOn The Pulse, host Joeita Gupta brings us closer to issues impacting the disability community across Canada.Joeita Gupta has nurtured a life-long dream to work in radio! She's blind, moved to Toronto in 2004 and got her start in radio at CKLN, 88.1 FM in Toronto. A former co-host of AMI-audio's Live from Studio 5, Joeita also works full-time at a nonprofit in Toronto, specializing in housing/tenant rights. Find Joeita on X / Twitter: https://twitter.com/JoeitaGupta The Pulse airs weekly on AMI-audio. For more information, visit https://www.ami.ca/ThePulse/ About AMIAMI is a not-for-profit media company that entertains, informs and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI's vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns and values through inclusion, representation, accessible media, reflection, representation and portrayal. Learn more at AMI.caConnect on Twitter @AccessibleMediaOn Instagram @accessiblemediaincOn Facebook at @AccessibleMediaIncOn TikTok @accessiblemediaincEmail feedback@ami.ca

Advisor Revelations
Helping Breakaway Advisors Become Truly Independent

Advisor Revelations

Play Episode Listen Later Jun 18, 2024 17:53


This week, David Lau talks with Amit Dogra, President and COO at tru Independence. They discuss tru Independence's unique approach to supporting breakaway advisors and its focus on service excellence. Amit highlights the company's expertise in compliance, technology, and advisor growth strategies. Amit and David also discuss the partnership between DPL and tru Independence and their innovative fee-based annuity solutions. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Advisor Revelations
Exploring Options and Strategies in Long-Term Care

Advisor Revelations

Play Episode Listen Later Apr 23, 2024 18:49


In this episode of Advisor Revelations, Amy Arnett, Director of Insurance Solutions at DPL, and Logan Cheatham, Consultant at DPL, discuss the options available for long-term care planning. They explore the differences between traditional and hybrid options and the benefits of having a long-term care plan in place. Amy and Logan also address the importance of starting these conversations early, and provide valuable insights for financial advisors and their clients looking to navigate the complexities of long-term care planning. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Medicine Girl
Episode 74-dpL-Opening the Gates of the Gatekeepers

Medicine Girl

Play Episode Listen Later Mar 8, 2024 81:33


In this episode of the Medicine Girl Podcast, Robin Stebbins interviews dpL, not his real name, and we talk about the Gatekeeps and how they will keep you stuck in endless rabbit holes, constantly running on new and improved hamster wheels, never accessing information that creates action and change. dpL talks about their strategies, how to spot them and how to avoid getting lost and spinning your wheels. We also go into the playbook they are using to control the masses, creating chaos and confusion. We will talk about solutions, how to spot those influencers who are selling you their brand of snake oil for profit, how to trust your body and soul, directly from God.  From dpL: The impact gatekeepers have on our reality and how we can learn to recognize them. I am convinced that the biggest impact on consciousness is the manipulation of reality through the control of the information we receive. The lies regarding the existence of viruses and how these lies impact the way we try achieving optimum health is a great example of this, but it is merely the tip of the iceberg. Everything we are, what we do, and what we become is controlled through what information we are exposed to during our lifetime. Those who control the information centers, have a very tight grasp on our reality. They are able to rule the masses simply through advertising and propaganda they stream through these information centers. To find dpL and Full article link: https://dpl003.substack.com/p/chatting-gatekeepers-with-robin-stebbins Follow #thegatekeepersclub telegram group - https://t.me/thegatekeeperclubh To Find Robin: purifywithin.com

Advisor Revelations
The Benefits of Registered Index-Linked Annuities (RILAs)

Advisor Revelations

Play Episode Listen Later Feb 13, 2024 18:33


Registered Index-Linked Annuities (RILAs) have gained traction recently, attracting financial advisors and clients seeking a unique blend of upside potential and downside protection. With customizable protection and index levels and the flexibility to lock in gains and actively manage the contract, RILAs offer investors a balance between risk and reward and provide advisors with a versatile tool to meet their clients' needs.In this episode of Advisor Revelations, Patrick Perry and Jackson Bradley, DPL's Regional Vice Presidents, talk about Registered Index-Linked Annuities (RILAs). They discuss how RILAs provide downside protection while offering higher cap rates than traditional fixed index annuities. Jackson also delves into the different levels of protection and customization options available with RILAs. Their discussion concludes with how advisors can rationalize and implement RILAs into their practice, providing peace of mind and protection for their client's assets.Key Takeaways[01:37] - Registered Index-Linked Annuities (RILAs) and their benefits.[03:52] - Different downside protection levels and cap rates for RILAs.[06:25] - The target client base for RILAs.[08:04] - Exotic strategies within RILAs.[13:00] - Converting old variable annuities to top-of-the-market products.Links Jackson Bradley on LinkedInConnect with our hostsPatrick Perry on LinkedInDPLSubscribe and stay in touchApple PodcastsSpotifyGoogle PodcastsAdvisor Revelations

Advisor Revelations
Making the Transition to Independence Easy with DPL

Advisor Revelations

Play Episode Listen Later Jan 30, 2024 13:19


Transitioning to independence is a journey of evolution for advisory firms. It's a bold step toward greater control, deeper client relationships, and the freedom to build a practice aligned with your values. Yet, navigating this process demands careful planning and unwavering support. In this episode, Kameron talks with Alex Brueske, Wealth Advisor at B3 Wealth Strategies. Before becoming a wealth advisor, Alex played baseball in college and coached for several years after graduation. His number one lesson as a pitcher was always to have a game plan. He continues to use that methodology when working with clients and strongly believes a solid financial plan will help you navigate life's curveballs. Alex talks with Kameron about B3 Wealth Strategies' transition to independence and how DPL Financial Partners' Breakaway Accelerator Program helped them seamlessly move their clients into more improved, cost-efficient retirement income products while growing their firm and AUM. He also highlights the value of DPL's solutions and tools, particularly in annuity and long-term care. Key Takeaways[01:23] - Alex's background and role at B3 Wealth Strategies.[02:57] - Why B3 Wealth chose DPL as a valuable partner during its transition.[04:59] - The benefits of the Breakaway Accelerator Program.[07:04] - Client experiences with DPL's Breakaway Accelerator Program.[10:09] - Utilizing DPL for commission-free annuity solutions.

Advisor Revelations
Navigating Commission-Free Solutions and Strategies in the Annuity Market

Advisor Revelations

Play Episode Listen Later Jan 16, 2024 25:05


The market landscape for annuities and insurance continues to evolve, driven by the current interest rate environment and the need for principal protection. As advisors find new solutions and strategies to provide value to their clients and secure better retirements, DPL's breakaway accelerator program and life insurance desk are game-changers for advisors who want to deliver a seamless transition for annuities and insurance assets.In this episode, Ross is joined by Blake Reitnauer, RIA Consultant at DPL. In his role, Blake is committed to working with RIAs to assist them in implementing better solutions for their clients to meet their objectives. He works with consultants to educate RIAs about commission-free insurance solutions that create better client outcomes and AUM growth for RIAs.Blake joins Ross to discuss the current opportunities and challenges in the annuities market. They highlight new solutions and strategies available through the DPL platform, including the breakaway accelerator program for advisors transitioning to fee-only models and the life insurance desk for comprehensive insurance solutions. Ross and Blake emphasize the importance of technology in streamlining processes and providing real-time updates on contracts and portfolios.Key Takeaways[02:05] - Common conversations Blake had with potential clients.[02:42] - How interest rates and volatility impact annuities.[04:40] - Utilizing fixed index annuities for principal protection.[06:18] - The benefits of multi-year guaranteed annuities (MYGAs).[07:55] - Why DPL's breakaway accelerator program is a game-changer.[09:29] - How to get involved in DPL's breakaway accelerator program.[11:32] - How DPL's life insurance desk helps serve advisors.[15:17] - DPL as a solution for firms acquiring new advisors.[18:16] - How DPL is changing the insurance game from a technology standpoint.[21:26] - Useful tools DPL offers to advisors.

Thought Behind Things
395 | Road to 10 Billion $ IT Exports in Pakistan Ft. Syed Ahmad

Thought Behind Things

Play Episode Listen Later Jan 5, 2024 117:04


International listeners can support TBT here: https://buy.stripe.com/6oEaFEdAXbGe69W6ou Syed Ahmad is CEO and Co-Founder at DPL. #thoughtbehindthings #muzamilhasan #IT #digitalpakistan Check out the trainings from Sarmaaya Financials: Training List: https://sarmaaya.pk/trainings/?src=tbt Technical Training Masterclass 2.0: https://sarmaaya.pk/trainings/details?tid=1&src=tbt Fundamentals of Capital Market: https://sarmaaya.pk/trainings/details?tid=2&src=tbt Do not forget to subscribe and press the bell icon to catch on to some amazing conversations coming your way! Socials: TBT's Official Instagram: https://www.instagram.com/thoughtbehindthings Muzamil's Official Instagram: https://www.instagram.com/muzamilhasan Support our podcast: https://anchor.fm/syed-muzamil-hasan-zaidi3/support Ahmad's LinkedIn: https://www.linkedin.com/in/syedahmad/?originalSubdomain=pk  Podcast Links: • Spotify: https://spoti.fi/3z1cE7F • Google Podcast: https://bit.ly/2S84VEd • Apple Podcast: https://apple.co/3cgIkf --- Support this podcast: https://podcasters.spotify.com/pod/show/syed-muzamil-hasan-zaidi3/support

Advisor Revelations
Advisor Revelations: How Advisors Apply Long-Term Care Strategies in Plans

Advisor Revelations

Play Episode Listen Later Dec 19, 2023 22:49


Long-term care planning is an important component of comprehensive financial planning. It extends beyond the conventional boundaries of investments and savings, acknowledging the inevitability of aging and potential health challenges. As the need for long-term care planning continues to grow, the partnership between advisors and DPL Financial Partners will play a crucial role in unlocking the value of long-term care insurance and ensuring that clients receive the best possible coverage.In today's episode, DPL Director of Insurance Solutions Amy Arnett is joined by Thomas Dettre. Thomas is the President and Founder of True North Financial Planning. Thomas has over 30 years of professional accounting and financial experience, encompassing personal financial planning, public accounting, and corporate financial management. He is passionate about helping people find the right financial planning solutions, wherever someone may be in their life. Thomas believes in a holistic planning approach, encompassing a person's whole financial picture and centered around the achievement of financial planning goals built on life goals. With an understanding of how to help clients make the right decisions about retirement and long-term care insurance, Thomas talks about how advisors successfully implement long-term care through DPL's Insurance Desk and what strategies are currently bringing their clients success.Key Takeaways[01:22] - Thomas' professional background and what True North does.[02:44] - How Thomas first learned about DPL.[04:29] - What motivated Thomas to dive into the insurance space?[06:24] - Why Thomas considered DPL as the best partner.[10:35] - Utilizing the DPL Life Desk as a one-stop shop for insurance solutions.[12:46] - Positioning long-term care as a financial protection tool.[17:55] - A case study of couples obtaining hybrid life long-term care insurance.

Devils Puck Luck Podcast
Jack Hughes Clears 100 Career Goals On Perfect Hat-Trick Performance!

Devils Puck Luck Podcast

Play Episode Listen Later Dec 17, 2023 26:05


Jack Hughes makes it all look so easy! Combined with solid performances from Jesper Bratt and the overall team - Jack continue to reset the narrative on Saturday night, leading the Devils to a 6-3 win over the Blue Jackets in Columbus. Winners of eight out of their last ten, the DPL hosts look at where they can go on the upcoming home stand, and how time and patience has paid real dividends in judging where this team can go in the big NHL picture. Follow the show: Twitter: https://twitter.com/NJDevilsPL https://twitter.com/dannytheface https://twitter.com/AdamArmbrecht Listen Here! Spotify: https://open.spotify.com/show/5FqHlwolFIY2xcmjjzYNwj?si=8a8fd19c6630431f Anchor: https://anchor.fm/adam-armbrecht3 Learn more about your ad choices. Visit megaphone.fm/adchoices

Advisor Revelations
Transitioning to an RIA Made Easy with Annuities

Advisor Revelations

Play Episode Listen Later Dec 7, 2023 26:00


The transition to independence can be a challenging process for financial advisory firms. However, with the right partner, the journey can be made smoother and more efficient. The story of BlueStem Wealth Partners' successful evolution to a fee-only RIA highlights their commitment to their clients. It showcases how, with the right support, technology, and a forward-thinking strategy, firms can navigate this intricate process to survive and thrive in their service offerings.In today's episode, DPL's Regional VP of Member Success, Ross McGoodwin, talks with BlueStem Wealth Partners' Steven Rice and Scott Marquardt. Steven is a partner and the chief financial officer, with 32 years of experience in the financial industry. Scott is a private wealth advisor at the company with over 18 years of financial advisory experience. He is responsible for strategic sales leadership and serving high-net-worth clients. At BlueStem, they strive to help individuals find confidence, purpose, and success in their financial future.Steven and Scott talk with Ross about how firms like BlueStem Wealth Partners transitioned their book of business through DPL's Breakaway Accelerator program. They highlight the reasons behind their decision, including the desire for transparency and true independence. Both also share their experiences working with DPL Financial Partners and how the partnership has helped them transition their assets. Key Takeaways[01:25] - An overview of guests' professional backgrounds.[03:44] - The reasons behind BlueStem's transition to a fee-only model.[10:07] - Surprising success in transitioning assets with DPL's assistance.[12:36] -The benefits of rising income feature in annuity contracts.[14:40] - Leveraging technology with DPL dashboard.[18:49] - How DPL provides scalability and support to partner firms.[20:36] - Growing partnership and expanding product options.[22:59] - Transitioning to RIA with DPL made easier.

Advisor Revelations
Industry Trends & Innovation with Chip Roame

Advisor Revelations

Play Episode Listen Later Nov 21, 2023 36:38


Welcome to another insightful episode of the "A Day at DPL" segment of the Advisor Revelations podcast. In this edition, your host David Lau engages in a captivating conversation with the distinguished Founder of Tiburon Strategic Advisors, Chip Roame. Join them as they delve into the dynamic landscape of the financial industry, exploring trends, innovative products in the insurance space, and revolutionary pricing models for RIAs. Chip, with over 15 years of experience in strategic planning for financial institutions and advisors, brings a wealth of knowledge to the table. Discover the latest insights that will shape the future of the personal financial services industry. Join us on this journey of exploration and strategic insight into the financial world. For more information and resources, visit dplfp.com. Don't miss out on the future of financial services—tune in now! [00:00 - 01:30] Introduction: - Brief overview of Chip's extensive experience in developing strategies for the personal financial services industry. [01:30 - 10:15] Industry Trends: - Chip and David discuss current trends shaping the financial industry. - Insights into market research and strategic consulting for financial institutions and advisors. - Exploration of emerging opportunities and challenges in the industry. [10:15 - 18:45] Product Innovation in Insurance: - Dive into the realm of product innovation within the insurance space. - The role of technology and data in driving advancements. - Case studies and examples of successful innovations in the insurance sector. [18:45 - 28:00] Pricing Models for RIAs: - In-depth analysis of pricing models for Registered Investment Advisors (RIAs). - Strategies for adapting to market changes and client expectations. - The evolving landscape of fee structures and how it impacts the advisor-client relationship. [35:30 - 40:00] Closing Thoughts: - Recap of key takeaways from the conversation. - Invitation to explore Commission-Free annuities and insurance at dplfp.com. - Thank you message and information on upcoming episodes.

Advisor Revelations
How Advisors Can Use Tax-Saving Strategies to Maximize Retirement Income

Advisor Revelations

Play Episode Listen Later Nov 7, 2023 22:11


Tax planning is a multifaceted approach that extends beyond simply complying with tax obligations. It's about leveraging tax benefits and implementing strategies that meet the individual's goals. Among the many strategies available, annuities are unique and effective tools that help individuals secure their financial future while minimizing the tax burden. Annuities can be tailored to meet individual needs and are often combined with other tax-saving strategies to create a comprehensive plan for maximum retirement savings.In this episode, DPL's Regional VP Jonathan Barth is joined by Patrick Perry, Consultant at DPL. Before working at DPL, Patrick served as an annuity specialist at Larry Gordon Agency. He takes pride in helping RIAs identify opportunities to grow their AUM and better serve their clients using commission-free insurance and annuities.Patrick and Jonathan discuss strategies for mitigating taxes and maximizing growth in a financial plan. They highlight the upcoming changes to tax cuts in 2025 and how they will impact clients' tax bills. They also explore the benefits of using annuities in tax planning, such as the RMD strategies, investing in annuities for high-net-worth clients, tax-efficient withdrawal strategies, tax-free exchanges, and qualified charitable distributions.Key Takeaways[02:54] - An overview of Patrick's professional experience.[05:07] - Patrick's key takeaways on what will happen when taxes are rolled back in 2025.[06:30] - Strategies to mitigate taxes.[07:15] - How required minimum distributions (RMDs) work in annuities.[09:02] - Benefits and limitations of the RMD strategy.[11:34] - Key strategies for high-net-worth clients.[15:17] - How annuity withdrawals are taxed.[15:48] - Tax-efficient withdrawal strategies. 17:44] - Tax-free exchange available at DPL Financial Partners.[19:19] - What the qualified charitable distribution is all about.

Advisor Revelations
How to Effectively Use Annuities for Legacy Planning

Advisor Revelations

Play Episode Listen Later Oct 10, 2023 17:25


Annuities can be powerful tools for legacy planning when used strategically. The non-qualified stretch, return of premium death benefits, and the ability to receive income while preserving the death benefit all contribute to a comprehensive legacy planning strategy. By dispelling misconceptions and exploring these unique strategies, advisors can help their clients achieve their legacy goals while maximizing the benefits of annuities.In this episode, DPL's VP of Member Success, Tim Rembowski, talks with Nate Johnson, RIA Consultant at DPL Financial Partners. They discuss legacy planning and address common misconceptions about annuities. They cover topics such as the non-qualified stretch, the flexibility of annuities in terms of fees and investment options, and the benefits of return of premium death benefit riders.Key Takeaways[02:03] - How the non-qualified stretch annuities work.[04:16] - Flexibility and investment options during the stretch period.[07:14] - Strategies for resetting the return of premium death benefit rider.[11:13] - Misconception about annuities for income and loss of death benefit.[14:14] - The impact of an annuity reaching its end on one's legacy planning.[15:50] - Summary of main topics discussed.

Devils Puck Luck Podcast
Jack and Luke Hughes ready to unlock Power Play, as New Jersey Devils refine their top line talents

Devils Puck Luck Podcast

Play Episode Listen Later Sep 30, 2023 39:05


Jack and Luke Hughes showcased every bit of their sibling connection on the Devils Power Play against the Rangers. It has the guys very excited about a 2022 weakness becoming a very dangerous weapon in 2023. Adam looks to be proven right at the moment, predicting Alexander Holtz would start on the second line - a position he will need to continue his strong preseason in order to maintain. The guys then discuss the impressive top line with Jesper Bratt, Jack Hughes and Tyler Toffoli and if this now becomes one of the top lines in the NHL. DPL closes out by discussing the young players on the Devils - Simon Nemec may ultimately start in the AHL, while Graeme Clarke seems to still have NHL buzz - All of which is a great reminder of the incoming talent Devils fans can be excited for. With the Flyers on tap tonight, Tyce Thompson and Santeri Hatakka remain players to watch as they have provided impressive preseason samples thus far. Learn more about your ad choices. Visit megaphone.fm/adchoices

Advisor Revelations
How Advisors Use Best-In-Class Insurance Solutions in Client Portfolios

Advisor Revelations

Play Episode Listen Later Sep 12, 2023 19:21


When it comes to insurance, finding the right solution is often like looking for a needle in a haystack. Some insurance agents undoubtedly make excellent recommendations, aligning insurance choices with the genuine needs of their clients. However, on the other hand, some agents are solely motivated by commissions, often sacrificing proper planning to pursue a sale. This disparity has left clients and advisors seeking a more reliable partner in pursuing financial security.In this episode, VP of Member Success Tim Rembowski talks with Amy Arnett, Director of Insurance Solutions at DPL. Amy has been in life and disability insurance services for 36 years. She works with independent insurance agents and financial advisors to help them provide their clients the protection they need using life insurance and disability income. Amy joins the DPL team to solve the developing insurance needs in clients' portfolios.To help advisors bring their clients' insurance under their fiduciary umbrella, Amy chats with Tim about a new development - DPL's Insurance Solutions. She shares her insights into how this new resource is revolutionizing the insurance landscape for financial advisors. Amy discusses the range of services offered, including life insurance, long-term care, disability, and more, all designed to support advisors and enhance client relationships.Key Takeaways[01:43] - Amy's experience in the insurance industry and her role at DPL.[02:48] - How DPL's insurance solutions relieve advisors of insurance complexities. [06:51] - How DPL helps advisors consolidate relationships.[09:21] - The resurgence of interest in long-term care insurance.[12:31] - Addressing gaps in employer-paid group disability insurance.[15:20] - Compensation structure for advisors working with DPL's insurance desk.

Advisor Revelations
How No-Load Annuities Can Combat Inefficiencies of the 4% Rule

Advisor Revelations

Play Episode Listen Later Aug 29, 2023 35:52


As people bid farewell to the workforce and prepare to embrace their golden years, maintaining a steady income becomes a priority. However, the retirement journey is not without its challenges and uncertainties. The changing economic conditions, market fluctuations, and unforeseen expenses can impair even a well-planned retirement nest egg. In this episode, Jonathan Barth talks with John Watson, Internal Sales Consultant at DPL. With almost 30 years of experience in the industry, John brings a wealth of experience in helping advisors determine the best course for clients based on their needs, particularly when it comes to incorporating annuities into their financial plans.With a strong annuity and insurance background, John talks to Jonathan about the 4% Rule as a safe withdrawal rate and how annuities can help address the challenges and uncertainties that come with it. He also highlights the impact of factors like inflation, interest rates, and increasing life expectancy on retirement planning.Key Takeaways[01:09] - The role John plays at DPL.[02:23] - How John approaches the topic of the 4% Rule with his advisors.[06:18] - The challenges facing the 4% Rule.[08:43] - The impact of inflation on retirement income planning.[12:13] - Factors influencing retirement planning.[16:51] - How to evaluate annuity solutions for retirement income.[19:46] - How DPL reviews various processes and options available for retirement planning.[24:52] - Comparing the 4% withdrawal strategy to annuity income rates.[31:32] - The benefits of annuities in retirement income planning.[33:48] - John's last thoughts about retirement income and the 4% Rule.

Devils Puck Luck Podcast
Can Devils Alexander Holtz soften the Tomas Tatar to Penguins rumors with fast start to NHL season?

Devils Puck Luck Podcast

Play Episode Listen Later Aug 25, 2023 28:11


This is on the list of offseason fears for Devils fans - Tomas Tatar, veteran NHL Wing, rumored to possibly join the Pittsburgh Penguins. Having already discussed how DPL things the Penguins have a bounce-back year, adding Tatar would certainly sting the fan base. Making the pain all but disappear however, could be as simple as Alexander Holtz meeting expectations to start the upcoming season. The 21 year old is plugged in on the third line and can finally convert his AHL stats into NHL success. The guys discuss his role, how Lindy Ruff will approach his development, and if Holtz could well be both starter and trade fodder all at the same time. Adam and Danny also close out the show discussing the early schedule for New Jersey, and why Alexander Holtz could be afforded a longer leash, with(on paper) an easy opening slate. Follow the show: Twitter: https://twitter.com/NJDevilsPL https://twitter.com/dannytheface https://twitter.com/AdamArmbrecht Listen Here! Spotify: https://open.spotify.com/show/5FqHlwolFIY2xcmjjzYNwj?si=8a8fd19c6630431f Anchor: https://anchor.fm/adam-armbrecht3  Draft Kings new customers - download the DraftKings Sportsbook app and use code XXX. Bet just FIVE DOLLARS to score ONE HUNDRED AND FIFTY DOLLARS IN BONUS BETS INSTANTLY! That's code XXX only at DraftKings Sportsbook.  Gambling problem? Call 18 00 Gambler. nI Massachusetts, call (8 00) 3 2 7 50 05 or visit gambling helplinemadotorg, InNew York, call8778HOPE NYor text HOPENY(467369)nI.Kansas, cal180522470. On behalf of Boot Hill Casino &Resort (KS). In Wtes Virginia, Gambling Problem? Cal 1 800 GAMBLER or visit wwwdot 1800 gambler dot ne.t Al games regulated by the West Virginia Lottery. Please play responsibly. In partnership with Hollywood Casino at Charles Town Races. In Connecticut, Help si available for problem gambling cal8887897777orvisitccpgdotorg.21+inmost eligible states but age varies by jurisdiction. See draftkings dot com slash sportsbook for details and state specific responsible gambling 16 :60 resources. Bonus bets expire seven days after issuance. 1 boost per eligible game. Opt-in required. Max bet $ 50. 10 +leg req. for 1 0 % boost. Eligibility, wagering, and deposit restrictions apply. Learn more about your ad choices. Visit megaphone.fm/adchoices

Advisor Revelations
The Evolution of Advisory Fees in the Annuity Industry

Advisor Revelations

Play Episode Listen Later Aug 15, 2023 14:20


The shift towards advisory fees in the annuity industry has transformed the way advisors approach their business. No longer bound by the limitations of traditional compensation models, financial professionals have embraced a new era of flexibility and client-centricity. With fee-friendly solutions and cutting-edge platforms, advisors can enhance their own practices while providing exceptional financial guidance to their clients.In this episode, Ross McGoodwin talks with DPL's Regional Vice President of Member Success, Blake Phillips. Prior to joining DPL, Blake was a financial representative with New York Life. He is passionate about helping member firms create the best possible outcomes for their clients while organically growing their AUM and utilizing DPL's commission-free insurance platform.Blake talks to Ross about the evolution of advisory fees in the annuity industry and within DPL, the advantages of taking the fee directly from the product, and how DPL provides a seamless administration process and support when integrating all assets into one place.Key Takeaways[01:26] - How advisory fees have changed over time.[03:29] - How advisors charge advisory fees on annuities and insurance products.[05:36] - The billing on lifetime income products.[07:43] - The advantages of taking the fee directly from the product.[09:24] - How advisors transition from broker-dealer fees to an advisory fee model.[11:39] - How DPL provides a seamless administration process and support.

Advisor Revelations
How Our Advisors Impact Product & Technology Innovation at DPL

Advisor Revelations

Play Episode Listen Later Aug 1, 2023 18:27


The intersection of technology and innovation plays a pivotal role in shaping management platforms for RIAs. DPL recognizes that members and advisors are key to these technological advancements. In this episode, DPL RVP of Membership Success, Kameron McRay talks with Sam Johnson, VP of Business Development of DPL. Sam is knowledgeable in the ways Commission-Free insurance can be used to deliver value to investors. Sam has over seven years of experience working in the insurance industry, primarily on the RIA channel. At DPL, Sam focuses on carrier partner relationships. He works with existing and onboarding new carriers to get them to understand the DPL business model.Sam talks to Kameron about how members and advisors impact product and technology innovation at DPL, how working with DPL varies from working with carriers directly, and what business development has in store for the future.Key Takeaways[00:58] - The role Sam plays at DPL.[02:27] - How DPL has grown from a business development perspective.[05:04] - Advisors benefit from partnering with DPL.[07:04] - Why the staying power of members can help carriers create new products.[09:07] - How feedback plays a key role in developing DPL's products and solutions.[12:19] - What the DPL business model looks like.[14:46] - What business development has in store for the future.

Advisor Revelations
How No-Load Annuities Can Address Income & Revive Dead Assets

Advisor Revelations

Play Episode Listen Later Jul 18, 2023 24:56


As economic landscapes fluctuate and tax regulations evolve, ensuring clients' financial health requires more than conventional approaches. It demands a comprehensive understanding of their unique needs, a deep-rooted commitment to relationship management, and the ability to leverage innovative strategies. By shifting the emphasis from transactions to relationships, advisors find a win-win scenario where client satisfaction and business growth flourish hand in hand.In this episode, Ross McGoodwin talks with Brock Eson, Independent Financial Advisor at RFG Advisory. Brock chose to become a financial advisor because he understood how confusing and difficult it was for the average person to be armed with the information to handle financial decisions well. Today, Brock enjoys aiding others in planning for their current and future financial health. Brock talks with Ross about how an advisor can take advantage of creative tax and income strategies using commission-free solutions in today's fluctuating market and how he transitioned his legacy annuity contracts and clients' mindset to the RIA practice. Brock also shares his strategies for addressing collapsing life insurance policies and matching clients with fee-based retirement solutions.Key Takeaways[01:21] - Brock's career background and why he joined RFG Advisory.[03:14] - What motivated Brock to transition into the RIA industry?[05:37] - What Brock discovered when he made the transition into RIA.[07:44] - Why advisor annuities make a great solution for clients and advisors.[09:49] - Why guaranteed income and buffer annuities are effective for clients.[12:24] - Brock's unique strategies for coping with collapsing life insurance policies.[15:59] - Other strategies that stand out in the annuity sector.[17:36] - How DPL makes RFG Advisory's practice more repeatable and scalable.[21:13] - The benefits of DPL membership for RFG Advisory.

The Investors First Podcast
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer

The Investors First Podcast

Play Episode Listen Later Jul 13, 2023 61:23


Our guests today are David Lau and Wade Pfau. These two individuals have been collaborating for quite some time to solve retirement income puzzles for investors. David has been doing it with DPL, bridging the gap between low cost insurance and Fee Only wealth management firms. On the other hand, Wade has been approaching retirement solutions from the academic lens with rigorous research.    In today's episode, we discuss the potential blind spot in Fee-Only wealth management firms as it relates to insurance and annuities, whether insurance and investments should be comingled and the concept of the outsourced Chief Insurance Officer. We break down the cost of certain products and discuss the puzzles that David and Wade are trying to solve for retirees seeking stable income sources. We also discuss if Ken Fisher is a fiduciary, what products should exist that don't currently exist, recreating your grandparents pension with lower cost products and whether long term care insurance products are cost efficient for retirees.    Wade will receive the award as the most resilient guest of the Investors First Podcast, as he was kind enough to join us while on a trip in Japan and even experienced two earthquakes while recording the episode.    Our host today is Steve Curley, CFA. Please enjoy the episode.   Follow CFA Society of Orlando on Twitter at @CFAOrlandoFL   Social Media:   LinkedIn Post (and Facebook): New episode w/ David Lau, DPL & Dr. Wade Pfau, RISA, hosted by Steve Curley, CFA.    *Breaking down a commission free insurance product *The challenges of market volatility and homemade dividends in retirement *Credit risk associated w/ the implicit guarantee in insurance products *Is Ken Fisher a fiduciary?   Enjoy!   Twitter Post: New episode w/ David Lau & Dr. Wade Pfau, hosted by Steve Curley, CFA. We break down commission free insurance products for Fee-Only Advisors, the challenges of homemade dividends for retirees with total return approaches, whether Ken Fisher is a fiduciary and the concept of the Outsourced Chief Insurance Officer.   https://www.dplfp.com https://risaprofile.com https://retirementresearcher.com/ https://www.mcleanam.com/ https://www.theamericancollege.edu/our-people/faculty/wade-pfau

City Cast Denver
Free Public Transit, French Fry Art, and More Tourist Traps

City Cast Denver

Play Episode Listen Later Jun 27, 2023 23:55


It's Tuesday, and we're talking about all the local stories that matter this week. First up, RTD's “Zero Fare for Better Air” promotion is back! Local public transit will be free in July and August this year, but is this really going to lead to better air quality? Host Bree Davies and Producer Paul Karolyi are talking transit and responding to some listener comments and questions about tourist traps, public art, and Stephen King's Colorado connections. In case you missed it, here's a link to the episode we made last week about local tourist traps.  Paul mentioned RTD's report on last year's free-fare month, David Zipper's piece on free transit, and this deep dive from DPL into the controversy over Buffalo Bill's real burial site.  For even more news from around the city, subscribe to our morning newsletter Hey Denver by texting “Denver” to 66866 Follow us on Twitter: @citycastdenver Or instagram: @citycastdenver Chat with other listeners on reddit: r/CityCastDenver Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: (720) 500-5418‬ Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise Learn more about your ad choices. Visit megaphone.fm/adchoices

City Cast Denver
Blucifer, the New World Order, and Other DIA Conspiracy Theories

City Cast Denver

Play Episode Listen Later Apr 10, 2023 20:46


From the Illuminati and the New World Order to the runways and some weird art, there are too many conspiracy theories about DIA to count. We're diving into some of the most popular ones today, though, and what the true story is behind them. Host Bree Davies talks with Denver Public Library's Chris Root about Blucifer, the Leo Tanguma murals, and much more, as well as why DIA has been such a hotspot for conspiracy theories over the years.  Read Chris Root's extensive research on DIA conspiracy theories in his blog post for DPL.  And you can dive even further into the weirdness with this 2007 Westword article. In the newscast, Bree mentioned videos showing the protests inside the Capitol last week, where students were pressing legislators to address gun violence. Thanks to the Denver Post for their reporting. She also talked about Denverite's coverage of the recent Chubby's inter-family lawsuit; this Westword piece from many years back will give even more backstory on that drama. Plus, Bree mentioned the Pasquini's drama too! So much drama!  Come watch Bree read excerpts from her angsty teenage diary at Mortified Live on Thursday, April 13. Tickets are available here. For even more news from around the city, subscribe to our morning newsletter Hey Denver by texting “Denver” to 66866 Follow us on Twitter: @citycastdenver Or instagram: @citycastdenver Chat with other listeners on reddit: r/CityCastDenver Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: (720) 500-5418‬ Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise Learn more about your ad choices. Visit megaphone.fm/adchoices