DPL Podcast – Best of 2025 Part 2 Annuities and the Planning Process
Wealthcare President & CEO Matt Regan recently joined David Lau, CEO at DPL Financial Partners, on a special Best of 2025 episode of the Advisor Revelations podcast about the role of annuities in a comprehensive financial planning process. Matt shares his insights about the increased range of services provided by advisors now and how advisors can maximize their impact and value by focusing on delivering comprehensive financial plans designed to help clients achieve their life goals. The podcast also features insights from Dr. David Crosby and John Thiel.
Listen Here
