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cover of episode Planning for Annuity Utilization in 2025

Planning for Annuity Utilization in 2025

2025/1/14
logo of podcast Advisor Revelations

Advisor Revelations

Shownotes Transcript

In this episode, DPL's Regional Vice President of Member Success, Kameron McRay, and Consultant, Logan Cheatham, discuss how financial advisors can utilize annuities more effectively in 2025. They discuss why commission-free annuities are gaining traction as a supplement or alternative to traditional fixed-income solutions, how to de-risk portfolios effectively, and the annuity products that generate efficient retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.