Talk Your Book: An Alternative to Low Bond Yields

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 13 September 2021

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's Talk Your Book, we spoke with David Lau of DPL Financial Partners about all things annuities and how they can help advisors in a low interest rate world. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits is brought to you by DPL Financial Partners.
0:03.2	Go to DPLFP.com to learn more about how they can help financial advisors help their
0:08.0	clients get into a newties and insurance products.
0:10.5	Welcome to Animal Spirits, a show about markets, life and investing.
0:16.0	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing
0:20.6	and watching.
0:22.2	Michael Batnik and Ben Carlson work for RIT Holt's Wealth Management.
0:25.9	All opinions expressed by Michael and Ben or any podcast guests are solely their own
0:29.7	opinions and do not reflect the opinion of RIT Holt's Wealth Management.
0:33.2	This podcast is for informational purposes only and should not be relied upon for investment
0:37.4	decisions.
0:38.4	Clients of RIT Holt's Wealth Management may maintain positions in the securities discussed
0:41.8	in this podcast.
0:43.6	Welcome to Animal Spirits with Michael and Ben.
0:45.7	Ben, you mentioned that advisors could use DPL to get their clients into annuities and
0:51.5	insurance as if those products haven't been around for literally hundreds of years,
0:56.4	but what's different about the advisor experience with DPL is these are what are referred
1:04.2	to as commission free products.
1:07.2	And there is a stigma from a lot of financial advisors in REAs against commissionable products
1:13.8	because they come with all the wrong incentives.
1:16.8	It's never with the client in mind first.
1:18.3	It's always with the view through the lens of what does this generate in commission.
	...

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