RL099 – Annuities with DPL's David Lau

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

In today's episode of the Retirement Lifestyle Show, Erik Olson and Adrian Nicholson talk to David Lau, the CEO and Founder of DPL Financial Partners, an RIA insurance network that brings fee-based insurance solutions from a variety of the nation's top carriers to RIA practices. They explain what annuities are, the emergence of commission-free financial products, and how interest rates affect annuities.

David Lau is widely recognized as an innovator and disruptor in the financial services industry. Most recently, he is Founder and CEO of DPL Financial Partners', a privately held financial services firm that specializes in development and distribution of commission-free insurance and annuities for Registered Investment Advisors (RIAs) and individuals. David is a sought-after speaker, commentator, and adviser to financial journalists, insurance carriers, RIA firms, fintech providers and others in the financial services and fintech industries. His work has received coverage in The Wall Street Journal, The New York Times, Barron's, CNBC, Wealth Management, InvestmentNews, and other financial media where he provides insights on industry products, players, trends, and best practices.

Earlier in his career, David served as Chief Marketing Officer at E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank, and served as Chief Operational Officer for Jefferson National, where he led marketing, sales, and operations, and was pivotal in developing the industry’s first flat-fee variable annuity product

Check Out the DPL Financial Partners Website and connect with David via LinkedIn

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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