All Episodes
Advisor Revelations — 122 episodes
Academic Rigor, Fiduciary Innovation, and the Future of Advice
How Orion is Meeting Demand for Fee-Based Insurance Solutions
The Macro Forces Reshaping Retirement
The RIA Landscape from a Private Equity Perspective
Rethinking the Annuity Paradigm
Risk Management's Role in Holistic Financial Planning
Solving the Income Gap with Modern Annuities
Best of 2025: Episode 2 - Annuities and the Planning Process
Best of 2025: Episode 1 - Growth Opportunities for RIAs
How DPL Supported a Firm’s Journey from Breakaway to Enterprise.
The One Big Beautiful Bill Act: Tax implications for individuals, businesses, and estates
Leveraging DPL’s technology to guide the path to independence
Marketing That Moves the Needle: Building Real Growth Engines for RIAs
Engaging clients about why annuities make sense for financial planning
The Alliance Advantage: the Power of Partnerships in an M&A Strategy
How DPL Champions Member Success
Unlocking Growth: How RIAs are Embracing Annuities
Annuity Optimization Strategies
How MYGAs Preserve & Protect Retirement Portfolios
Fostering Trust Between Advisors & Clients with John Thiel.
How Commission-Free Annuities Are Winning Over RIAs
How Annuities Can Help Protect Principal in Retirement
The Intersection of Psychology and Finance
Protecting Income from Disability Risks
How Annuities Can Help Bridge the Social Security Gap
What You Need to Know About Lifetime Income
Smart Growth for Independent Advisors
The Risks and Benefits of RILAs
MYGA Ladders
The New Age of Annuities
Spending Trends in Retirement
Planning for Annuity Utilization in 2025
Lifetime Income and Long-Term Care Enhancements
How Annuities Can Secure Your Retirement
The Roth IRA Advantage: Building Tax-Free Wealth for Life
Maximizing Estate Exemptions and Wealth Transfer Opportunities
Simplifying Insurance Planning
Bellwether Wealth's Journey to Independent RIA with Kim Miranda and Kayla Van Dyke
Creating Community through Partnerships
Protecting Client Wealth
The Importance of Tax Management in Retirement Planning
Creating a Stable Retirement Income
Maximizing Retirement Income in a High-Interest Rate Environment
How the Department of Labor’s New Fiduciary Rule Impacts Insurers
Elevating Retirement Planning with DPL + Orion
How Advisors Transition to Independence
Helping Breakaway Advisors Become Truly Independent
Advanced Planning Strategies for High-Net-Worth Clients
The Department of Labor's New Rule on Retirement Security
Investing During Election Years
Exploring Options and Strategies in Long-Term Care
The Future of Annuities in the RIA Industry
The Difference Between Modern Annuities and Pensions
New Tools and RIA Trends with Bob Veres
Six Reasons to Use a Fee-Based Annuity
The Benefits of Registered Index-Linked Annuities (RILAs)
Making the Transition to Independence Easy with DPL
Navigating Commission-Free Solutions and Strategies in the Annuity Market
Determining Your Clients' Retirement Income Style
How Advisors Apply Long-Term Care Strategies in Plans
Transitioning to an RIA Made Easy with Annuities
Industry Trends & Innovation with Chip Roame
How Advisors Can Use Tax-Saving Strategies to Maximize Retirement Income
How Annuities Can Redefine Your Retirement Journey with Jonathan Clements
How to Effectively Use Annuities for Legacy Planning
Not Settling for Less: How Commission-Free Insurance Can Generate More Yield Than Traditional Fixed Income
How Advisors Use Best-In-Class Insurance Solutions in Client Portfolios
How No-Load Annuities Can Combat Inefficiencies of the 4% Rule
The Evolution of Advisory Fees in the Annuity Industry
How Our Advisors Impact Product & Technology Innovation at DPL
How No-Load Annuities Can Address Income & Revive Dead Assets
How Fee-Based Annuities Can Help Diversify Retirement Income
How Annuities Can Provide Guaranteed Income and Client Peace of Mind
Utilizing RISA to Create Value for Existing & Prospective Clients
Competitive Advantages DPL Membership Can Bring Fee-Based RIAs
How Technology Integration & Automation Can Scale Your Fee-Based Practice
Exploring Low-Cost, Diversified Strategies for Retirement Income
How to Keep Your Book & Accelerate Your Transition to Independence
How Taxes and Fee-Based Annuities Can Work Together to Improve Client Outcomes
How Advisors Use MYGAs to Retain AUM in a Rising Interest Rate Environment
3 Strategies that Create Peace of Mind for Your Clients' Retirement
Using Annuities to Help Retirees Secure Guaranteed Income in an Inflationary Environment
How RIAs Can Use Fee-Based Annuities to Help Generate Guaranteed Income in Retirement
How Annuities Solve for Retirement Income in a Changing Rate Environment
How to Navigate the Market in 2023 with New Strategies
How Black Diamond Advisors Leverage the Advent Insurance Marketplace Powered by DPL
Technology & the Advisor-Client Relationship
How to Use Registered Index Linked Annuities to Combat Risk in Retirement Portfolios
How Advisors Can Improve Client Experience Through DPL Partnership
Using Financial Science for Creative Solutions in Today's Environment
Overcoming Fear of Market Volatility and Uncertainty Through Annuities
Breaking Up with Your Broker Dealer with Brian Hamburger
How to Use No-Load Annuities in Today's Market
How Advisors Use the Retirement Income Style Awareness (RISA) Tool With Clients
Differentiating Your Firm With Commission-Free Annuity Solutions
Annuity Misconceptions- How a Fee-Only Advisor Overcame Them All
How DPL Commission-Free Annuities Can Help with Inflation Risk
How Commission-Free Annuities Can Provide Reliable Retirement Income
How a Fixed Index Annuity Can Address Long-Term Healthcare Costs
How Breakaway Advisors use Commission-Free Annuities
How to De-Risk with Commission-Free RILAs
Helping Firms Transition Legacy Annuities
Going Independent: How DPL's Tools Help Advisors Break Away
MYGAS: A Successful Solve for Rising Interest Rates
Annuities Are No Longer a Four-Letter Word
Improving 401K plans with Commission-Free annuities
How Black Diamond Firms Incorporate Insurance with DPL
How to strategically use a MYGA in retirement planning
How to Strategically Repurpose Annuities for Income With DPL
Leveraging DPL to Attract Advisors and AUM
How to Use Fixed Index Annuities as a Fixed Income Allocation
Expanding Your Advisory Toolkit with Commission-Free Annuities
How DPL Takes the Load off RIA's
Not Your Father's Insurance Products
Hidden Gems: A Win-Win for Clients and AUM
Empowering Clients Through Transparency & Trust
Breaking Away: Why Now and How
Using Technology to Benefit Your Firm and Clients
Risky Behavior: How to Mitigate Risk in Clients’ Portfolios
How Commission-Free Annuities Fit in Financial Plans
Benefits of Modeling Annuities for Clients
How to Talk to Clients About Insurance