Too Much ‘Hocus Pocus’

June 8, 2021 by Kerry Pechter

David Lau has been marketing fee-based annuities to Registered Investment Advisor (RIA) firms and their Investment Advisor Representatives for years. He helped start Jefferson National Life, which pioneered the sale of low-cost variable annuities to RIAs; the firm was later sold to Nationwide.

A serial entrepreneur, he then launched DPL Financial Partners, a web platform where advisers without insurance licenses can learn about, purchase, and bill on a variety of no-commission insurance products. 

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Originally Posted at Retirement Income Journal on June 4, 2021 by Kerry Pechter.