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Home Life insurance

Balancing Development and Safety in Right now’s Market

admin by admin
2025年7月29日
in Life insurance
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Balancing Development and Safety in Right now’s Market
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Price: Complimentary
Date: Tuesday, August 26, 2025
Time: 1pm ET | 10am PT
CE Credit score Pending

In an more and more unsure market, buyers are searching for options that provide each development potential and draw back safety. Registered Index-Linked Annuities (RILAs) are rising as a versatile possibility that bridges the hole between conventional mounted and variable annuities.

Be a part of us for an academic webcast as we discover how RILAs work, their distinctive options, and the position they will play in a diversified retirement technique. Whether or not you are new to RILAs or trying to deepen your understanding, this session will present invaluable insights for monetary professionals and their shoppers.

Throughout the webcast, you’ll additionally find out about:

  • The overall rules of efficient retirement earnings planning. 
  • How annuity investments match into shoppers’ broader retirement portfolios.
  • The monetary and behavioral implications of annuity investments.
  • The evolution of annuity distribution for fee-based advisors, and extra!

Audio system: 

John Manganaro | Senior Reporter | ThinkAdvisor

John Manganaro focuses his protection on all issues retirement, with a particular emphasis on the attitude of economic planning professionals and wealth managers. John’s work helps to light up the vital position of economic advisor professionals and to reveal the important significance of the U.S. retirement financial savings system. His protection of the retirement business has earned a number of Jesse H. Neal Awards finalist designations.

Tamiko Toland | Co-Founder | IncomePath

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Tamiko Toland, co-founder of IncomePath, is a acknowledged thought chief with a ardour for retirement earnings and annuities. As a strategic downside solver and connector, she is eager to establish alternatives to craft inventive enterprise options. Along with being an earnings planning entrepreneur, Toland is an skilled speaker, author, and media liaison. She leverages all types of media to succeed in a variety of audiences. On the core, she focuses on serving to individuals perceive important monetary matters in a manner that’s easy, simply digestible, and offers them confidence.

David Lau | Founder, CEO | DPL Monetary Companions

David Lau is widely known as an innovator and disruptor within the monetary companies business. He’s the Founder and Chief Govt Officer of DPL Monetary Companions, a privately held monetary companies agency that makes a speciality of the event and distribution of low-cost, commission-free insurance coverage and annuity merchandise, in addition to technology-driven product discovery instruments and training, for Registered Funding Advisors (RIAs) and particular person buyers.

Register Now!

Cannot attend? Register right here for an on-demand recording after the webcast.

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