Manage episode 317398852 series 3197371
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
Roshan can be reached at email@example.com or at 202-536-4468. Erik can be reached at firstname.lastname@example.org or 815-940-4652. Adrian can be reached at email@example.com or at 703-915-8905.
Follow Us At:
#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.