Annuity Optimization Strategies
Update: 2025-08-12
Description
This week, Logan Cheatham talks with Matt Robinson, Internal Consultant at DPL. They explore how advisors can help clients optimize existing annuities, leverage commission-free solutions, and better understand the benefits of a 1035 exchange. Matt also shares his review processes, key discovery tools on DPL's platform, and how fiduciaries can deliver greater value by reducing costs, improving income payouts, and managing client annuities more efficiently.
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