Transitioning away from a wirehouse? Your new responsibilities as an independent advisor probably feel overwhelming. Needless to say, having someone take the annuity burden off your shoulders is an invaluable help. But you can’t rely on just anyone or anything. You need professionals that take on annuities and data-driven tools to ensure each and every client transitions into the best solution possible.

Introducing the 1035 exchange, a fancy term referring to moving a client’s annuity into a lower-cost option. Plus, DPL’s invaluable annuity comparison calculator that’s along for the ride. While some are hesitant to embrace the 1035 exchange, the work DPL takes on for firms, from the front end to endless paperwork, ensures a seamless transition. And of course, increased revenue for your firm.

Key Takeaways

[00:56] - What a 1035 exchange actually is.

[01:18] - How advisors can discover what annuities exist for their clients.

[03:23] - Why firms are hesitant about going through a 1035 exchange and what DPL does on the front end to ensure a seamless transition.

[05:18] - How DPL tools can be implemented and their top benefits.

[09:40] - How DPL’s annuity comparison calculator analyzes every possible client outcome.

[14:54] - What advisors can expect from the DPL team after using the annuity comparison calculator or other helpful tools.

Helping Firms Transition Legacy Annuities 17:02 Share

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Shownotes Transcript

Helping Firms Transition Legacy Annuities