IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM
Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.
AFO WEALTH MANAGEMENT FORWARD PODCAST
CEO and Founder of DPL Financial Partners Demystifies Annuities Within a New Age of Retirement Planning
Rob and Rory speak with the CEO and Founder of DPL Financial Partners, David Lau, where he emphasizes the importance of annuities to facilitate a new era of retirement planning. With a current database of 3,000 products, 40,000 writers, and 400,000 price points, DPL Financial Partners is the first and leading commission-free annuity and insurance platform for registered investment advisors and carriers. With interest rates at an all-time low and the bond market losing traction for funding retirement plans, David emphasizes how annuities can become a viable option for retirees. For this podcast, David highlights DPL’s ability to alleviate interest rate concerns when looking at fixed income as part of one’s portfolio. Based on the low-interest rate environment, using an annuity is a little more than 40% more efficient than fixed income in generating income today. David goes on to reveal key strategies for retirement planning in anticipation of the largest transferring of wealth in human history. Additionally, you will find topics on how annuities contribute to accountants improving their holistic wealth management strategy. Listen in on this podcast to learn more from David and our team!
DON'T LOSE YOUR BOOK OF
BUSINESS TO AUTOMATION OR
FIRM ARE YOU?
Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.
IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.
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