Garrett Retreat 18 has ended
Friday, August 3 • 12:00pm - 1:15pm
Lunch & Learn with Sponsors - Utilizing Insurance in a Fee-Only Practice

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Grab your lunch and head to one of two concurrent sessions hosted by Sponsors.
This session by DPL Financial Partners is titled "Utilizing Insurance in a Fee-Only Practice".

Program Overview:
The formerly commission-driven insurance industry is taking significant strides to accommodate the fiduciary standards of fee-only advisors. In this presentation, advisors have the opportunity to learn how best to leverage insurance planning and fulfillment through new channels that are commission-free and cost-effective.

Learning Objectives:
  1. Learn how the insurance industry is evolving to meet the needs of fee-only, fiduciary-oriented advisors given the onset of low-cost, commission-free insurance products. The presentation will explore several common client values and scenarios to highlight how insurance solutions may complement investment strategies as part of a holistic plan.
  1. Discuss strategic ways in which utilizing insurance in your fee-only practice can help you maintain and foster close client relationships, while simultaneously growing your practice and value-provided.
  1. Learn about insurance pricing mechanics and the impact of repricing insurance by eliminating commissions

avatar for David Lau

David Lau

CEO, DPL Financial Partners
David is widely recognized as an innovator in the financial services industry. Throughout his career, he has been driven by a compelling vision: eliminate expensive and inefficient delivery of financial products and services to reduce overhead and pass the saving on to consumers... Read More →

Friday August 3, 2018 12:00pm - 1:15pm
Interlocken CD
  • CE Hours Available: 1.5 NAPFA, 1.5 Specialized Knowledge CPE, 1.5 CFP® Certification

Attendees (27)