Value: Complimentary
Date: Tuesday, August 26, 2025
Time: 1pm ET | 10am PT
CE Credit score Pending
In an more and more unsure market, buyers are searching for options that provide each development potential and draw back safety. Registered Index-Linked Annuities (RILAs) are rising as a versatile choice that bridges the hole between conventional mounted and variable annuities.
Be a part of us for an academic webcast as we discover how RILAs work, their distinctive options, and the function they’ll play in a diversified retirement technique. Whether or not you are new to RILAs or trying to deepen your understanding, this session will present worthwhile insights for monetary professionals and their shoppers.
Throughout the webcast, you’ll additionally find out about:
- The final rules of efficient retirement earnings planning.
- How annuity investments match into shoppers’ broader retirement portfolios.
- The monetary and behavioral implications of annuity investments.
- The evolution of annuity distribution for fee-based advisors, and extra!
Audio system:
John Manganaro | Senior Reporter | ThinkAdvisor
John Manganaro focuses his protection on all issues retirement, with a particular emphasis on the attitude of economic planning professionals and wealth managers. John’s work helps to light up the vital function of economic advisor professionals and to reveal the important significance of the U.S. retirement financial savings system. His protection of the retirement business has earned a number of Jesse H. Neal Awards finalist designations.
Tamiko Toland | Co-Founder | IncomePath
Tamiko Toland, co-founder of IncomePath, is a acknowledged thought chief with a ardour for retirement earnings and annuities. As a strategic drawback solver and connector, she is eager to establish alternatives to craft artistic enterprise options. Along with being an earnings planning entrepreneur, Toland is an skilled speaker, author, and media liaison. She leverages all types of media to achieve a variety of audiences. On the core, she makes a speciality of serving to folks perceive important monetary matters in a manner that’s easy, simply digestible, and provides them confidence.
David Lau | Founder, CEO | DPL Monetary Companions
David Lau is well known as an innovator and disruptor within the monetary providers business. He’s the Founder and Chief Government Officer of DPL Monetary Companions, a privately held monetary providers agency that makes a speciality of the event and distribution of low-cost, commission-free insurance coverage and annuity merchandise, in addition to technology-driven product discovery instruments and schooling, for Registered Funding Advisors (RIAs) and particular person buyers.
Register Now!
Cannot attend? Register right here for an on-demand recording after the webcast.
