Engaging clients about why annuities make sense for financial planning
Update: 2025-10-07
Description
his week, Patrick Perry, RVP of Member Success at DPL, talks with Joseph (Jody) Goss, Managing Partner and Private Wealth Advisor at William Joseph Capital Management. Jody has been in the financial services business for nearly three decades and has helped hundreds of individuals and families transition from working to retirement. At William Joseph Capital Management, Jody helps financial service professionals build and grow their practices.
Jody talks with Patrick about how partnering with DPL helps their clients better understand the value of annuities, delivers holistic planning solutions, and supports advisors in the transition to independence. He highlights how DPL provides the expertise, technology, and marketing materials needed to make the transition from broker-dealer to independence seamless.
Jody talks with Patrick about how partnering with DPL helps their clients better understand the value of annuities, delivers holistic planning solutions, and supports advisors in the transition to independence. He highlights how DPL provides the expertise, technology, and marketing materials needed to make the transition from broker-dealer to independence seamless.
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