Interest rates have been a hot topic in the financial world for some time now. Financial advisors have been facing mounting stress and pressure to help their clients navigate this challenging environment. As the current interest rates continue to present challenges for financial advisors and their clients, what strategies and solutions can help advisors grow their firms and AUM and deliver greater benefits to the client's financial plan?

In this episode, DPL's Regional VP Jonathan Barth talks with Nate Johnson, Consultant at DPL Financial Partners. Nate is passionate about helping member firms organically grow their AUM while creating the best possible outcomes for their clients through DPL's Commission-Free insurance platform.

Jonathan and Nate talk about evaluating new solutions and strategies to help advisors grow their firm and AUM. They also speak about the current interest rate environment, its impact on annuities, and how advisors deal with some of the stress and pressure this environment brings.

Key Takeaways

[01:16] - Advisors' thoughts on the impact of the current rate on client portfolios.

[03:20] - The misconceptions about the rising interest rate.

[05:34] - How advisors deal with the current rate environment.

[07:55] - Annuities with higher upside potential.

[09:33] - How annuity fits into a 60/40 portfolio.

[13:17] - Why DPL's Fixed Income Comparison tool can be very useful.

[17:52] - Nate's key takeaways.

How Advisors Use MYGAs to Retain AUM in a Rising Interest Rate Environment 19:23 Share

Advisor Revelations

Shownotes Transcript

How Advisors Use MYGAs to Retain AUM in a Rising Interest Rate Environment