Using Annuities with Purpose
Thursday, June 10, 2021
12:30 PM EDT | 9:30 AM PDT
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There’s no one-size-fits-all approach when it comes to annuities, but fiduciary advisors have learned that no-load solutions can be a powerful tool in their planning toolbox.
Join this session to learn how and when to use commission-free annuities based on clients’ specific needs, and how to implement annuities strategically in your fiduciary practice (e.g. how to collect a fee for annuity allocations).
Attendees who complete all 5 sessions will receive a very special, soft “Annui-tee” to congratulate them for completion.
This session is sponsored by
CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®,
CAP® 1 hour CE approved.
The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.
Founder & CEO
DPL Financial Partners
David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is a sought-after speaker, commentator and advisor by financial journalists, insurance carriers, RIA firms, fintech companies and others seeking insights on industry products, trends and best practices. His work has received coverage in The Wall Street Journal, Barron’s, CNBC, Wealth Management and other financial media. Currently, David is the CEO of DPL Financial Partners, the industry’s leading turnkey insurance management platform, whichhe founded in 2014 to bring commission-free, value-driven financial services products to the registered investment advisor (RIA) channel. DPL went to market in 2018; in that time, over 1,100 RIA firms have joined DPL to implement insurance and annuity solutions, from leading carriers, into their practices.
Prior to founding DPL, David was Chief Operating Officer of Jefferson National, now Nationwide Advisory Services, a leading innovator of tax-advantaged investing strategies for RIAs and fee-based advisors at broker-dealers. Earlier in his career, David served as chief marketing officer of E*Trade Bank and its predecessor TeleBank, the nation’s first internet bank, where he helped pioneer branchless banking.
Wade Pfau, Ph.D., CFA, RICP®
Professor of Retirement Income
The American College
Wade D. Pfau, Ph.D., CFA, RICP®, is the program director of the Retirement Income Certified Professional designation and a professor of retirement income at The American College of Financial Services in King of Prussia, Pa. As well, he is a principal and director for McLean Asset Management. He holds a doctorate in economics from Princeton University and has published more than 60 peer-reviewed research articles in a wide variety of academic and practitioner journals.
He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an expert panelist for the Wall Street Journal. He is the author of the books Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.
David Blanchett, PhD, CFA, CFP®
Managing Director, Head of Retirement Research
DC Solutions at QMA
David Blanchett, PhD, CFA, CFP®, is Managing Director and Head of Retirement Research, DC Solutions for QMA, which is the quantitative equity and multi-asset solutions specialist of PGIM, the global investment management business of Prudential Financial, Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining QMA he was the Head of Retirement Research for Morningstar Investment Management LLC and before that the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company.
He has published over 100 papers in a variety of industry and academic journals. His research has received best paper awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor, and the Wall Street Journal.
He is currently an Adjunct Professor of Wealth Management at The American College of Financial Services and a former member of the Executive Committee for the Defined Contribution Institutional Investment Association (DCIIA) and the ERISA Advisory Council (2018-2020).
In 2021, ThinkAdvisor included him in the IA25 for "pushing the industry forward." In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and in 2014, Money magazine named him one of the brightest minds in retirement planning.
David holds a bachelor’s degree in Finance and Economics from the University of Kentucky, a master’s degree in financial services fromThe American College of Financial Services, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning program from Texas Tech University.
When David isn’t working, he’s probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.
Ph.D., Frank M. Engle Distinguished Chair in Economic Security
The American College of Financial Services
Michael Finke, PhD, isProfessor of Wealth Management, Director for the Granum Center for Financial Security, and the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He joined The College in June 2016, having served since 2006 as a professor and PhD coordinator in the Department of Personal Financial Planning at Texas Tech University. From 1999 through 2006, he served as the Director of Graduate Studies at the University of Missouri.
Finke is a nationally renowned researcher with a focus on the value of financial advice, financial planning regulation, investments, and individual investor behavior. He was named to the 2012 and 2020 Investment Advisor IA 25 list and the 2013 and 2014 Investment News Power 20. His research conducted with fellowprofessorWade Pfauquestioning the 4% rule of retirement planningwas published in theJournal of Financial Planningand won the 2014 Montgomery-Warschauer award formost influential article. Hepreviously won the award with Thomas Langdon in 2013. He was also selected to present his research on financial literacy and aging at the 2015 MIT Center for Finance and Policy Conference.
Finke has published more than 50 peer-reviewed articles and is widely quoted in many of the nation’s leading consumer publications, includingThe Wall Street Journal,The New York Times,Time, andMoney Magazine.He also has worked on white paper research projects for companies that include MetLife, Northwestern Mutual, OneAmerica, the Society of Actuaries, and TIAA.