Schedule of Events

Repurposing Existing Annuities-DPL Financial Partners



  • Wednesday Sep 30, 2020
  • Start Time: 12:00PM
  • End Time: 1:00PM

FPA Austin Webinar

Wednesday, September 30, 2020
12:00 – 1:00 pm

Topic: Repurposing Existing Annuities to Meet Goals in the Financial Plan

Speaker: Nicole Benz, Consultant, DPL Financial Partners

   

 

 

Most advisors know the feeling when a client or prospective client walks into a meeting with an existing annuity or life insurance policy that was sold to them by a previous advisor or maybe even a friend. This session starts with a high-level review of annuity product categories and takes attendees through various strategies that can be implemented when looking to repurpose legacy policies to reduce costs and help satisfy long-term goals in a client’s evolving financial plan.

 

Learning Objectives:

  1. Review annuity product categories and identity when it may be appropriate to explore moving a clients’ existing annuities into a different solution through a 1035 exchange and how to do it
  2. Decide when and how to consider a competitive fixed rate strategy as an alternative to bonds for conservative clients
  3. Learn to locate inefficiencies so to minimize large tax liabilities for a beneficiary through a tax-efficient spin down strategy

Continuing Education1 CE approved

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