Want to create an interactive transcript for this episode?
Podcast: Registered Investment Advisor Podcast
Episode: Why RIAs Are Reconsidering Annuities (For Real)
Description: What if the annuity conversation your clients avoid is actually the simplest way to lower costs, maintain liquidity, and unlock advisory revenue you’re currently missing out on?
In this episode of The Registered Investment Advisor Podcast, host Seth Greene interviews Tom McCarthy, Chief Distribution Officer at DPL Financial Partners. He discusses the quiet yet powerful shift transforming the RIA space through the modernization of annuities. They explore how 1035 exchanges are unlocking billions in legacy commission assets, how advisors can convert outdated products into recurring advisory revenue, and why education remains the biggest barrier to...