DPL Monetary Companions RIA Survey Exhibits Continued Uptick in Annuity Utilization, however Finds Many Nonetheless Rolling the Cube With Dangerous Investments for Retirees

LOUISVILLE, Ky., September 30, 2021–(BUSINESS WIRE)–DPL Monetary Companions (“DPL”), the main turnkey insurance coverage platform for registered funding advisors (“RIAs”), launched the outcomes of its annual RIA Retirement Planning Survey, which discovered many advisors nonetheless attempting to adapt their practices to the realities of this period of low rates of interest. Whereas many are scuffling with elevated danger in consumer portfolios and the challenges of billing AUM charges on low yielding property, a rising variety of their friends embrace the earnings and draw back safety options supplied by annuities to unravel these issues. The survey, which polled greater than

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