Addressing Common Annuity Misconceptions – Allianz Life – 12.16.19

Summary:

Now On Demand.

Join us for an inside look at how fee-based insurance is priced, how these solutions have evolved for the advisory model, and when and where they may fit in a portfolio.

This program is designed for financial planners who may be unfamiliar with, or skeptical of annuities. We’ll discuss:

• Common questions and misconceptions from investment advisors – both analytical and practical
• Fee-based annuity design, pricing, distribution, and compensation
• Examples of how other RIAs are successfully implementing annuities in their practice

Speakers:

David is the founder and CEO of DPL Financial Partners, a firm focused on the distribution of commission-free insurance products to the RIA and fee-based advisor channel. Mr. Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies with expertise in financial services sales, marketing, technology and operations. Prior to founding DPL, David was Chief Operating Officer of Jefferson National, a leading innovator of tax-advantaged investing strategies for RIAs and fee-based advisors. Earlier in his career, he served as Chief Marketing Officer of E*Trade, and its predecessor, Telebank, the nation’s first internet bank.

As Senior Vice President of Product Development, Adam Brown is responsible for the company’s product development strategy and operations, including product pricing and profitability, and field education. Since joining Allianz Life in 2003, Adam has held a number of actuarial positions with responsibilities that included hedging profitability strategy, asset liability management (ALM), and regulatory and industry engagement.

Adam has a Bachelor of Science in actuarial science and a Bachelor of Arts in general business management from the University of St. Thomas. Adam is a Fellow of Society of Actuaries and a member of the American Academy of Actuaries.