Annuities Are No Longer a Four-Letter Word with Tommy Martin

This week, we’re flipping the script and airing a conversion with Tommy from the Advisor Revelations podcast from DPL. In this conversation, DPL’s Leslie Grant talks with Tommy about his switch to using commission-free annuities, having hard insurance conversations with clients, and how DPL has helped Tommy and his firm implement successful insurance solutions.

Key Takeaways

[02:18] - An introduction to Tommy and the origin story of Vestia Personal Wealth Advisors. [04:34] - How Tommy started his career and why he finally embraced annuities. [10:52] - What drives the annuity conversation with clients. [13:21] - The link between annuities and a low-stress retirement. [16:10] - The emotional side to financial advice. [18:28] - Why commission-free insurance changes the narrative about annuities, and why Tommy decided to partner with DPL. [25:20] - When to actually start talking to clients about annuities. [29:50] - How advisors should start thinking about insurance products. [37:21] - How to approach a conversation with clients on annuities.

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