Unlocking Growth: How RIAs are Embracing Annuities
Update: 2025-08-26
Description
This week, Blake Phillips talks with Jackson Bradley, RVP of Member Success at DPL. Jackson is passionate about helping advisors organically grow their AUM while improving client outcomes. Before joining DPL, Jackson led the startup of MDM CPG and served as an internal wholesaler for Lincoln Financial Group.
Together, Jackson and Blake discuss why Registered Investment Advisors (RIAs) are increasingly embracing annuities. They explore what's driving this shift and how firms like DPL are helping to rewrite the annuity narrative. Jackson also shares real-world insights on RILAs and how DPL provides the support, resources, and technology to help RIA firms confidently integrate annuities into their fiduciary frameworks.
Together, Jackson and Blake discuss why Registered Investment Advisors (RIAs) are increasingly embracing annuities. They explore what's driving this shift and how firms like DPL are helping to rewrite the annuity narrative. Jackson also shares real-world insights on RILAs and how DPL provides the support, resources, and technology to help RIA firms confidently integrate annuities into their fiduciary frameworks.
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