AIE 46: Annuities with David Lau

2021-03-16

This week's guest is David Lau, and he and Lauren discuss annuities 101: what they are, the different types, and why you (or your parents) might want one for retirement. David Lau is a widely recognized as an innovator and disruptor in the financial services industry. Most recently, he is Founder and CEO of DPL Financial Partners', a privately held financial services firm that specializes in development and distribution of commission-free insurance and annuities for Registered Investment Advisors (RIAs) and...

This week's guest is David Lau, and he and Lauren discuss annuities 101: what they are, the different types, and why you (or your parents) might want one for retirement.

David Lau is a widely recognized as an innovator and disruptor in the financial services industry. Most recently, he is Founder and CEO of DPL Financial Partners', a privately held financial services firm that specializes in development and distribution of commission-free insurance and annuities for Registered Investment Advisors (RIAs) and individuals.

Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank, and served as COO for JeffersonNational, where he led marketing, sales, and operations, and was pivotal in developing the industry’s first flat-fee variable annuity product.

How to get in touch with David and DPL: 1-877-625-5544

DPL Website: www.dplfp.com

Twitter: https://twitter.com/dpl_fp

Linkedin: https://www.linkedin.com/company/16193010/

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