How Taxes and Fee-Based Annuities Can Work Together to Improve Client Outcomes

Taxes and annuities are two essential components that can significantly impact a client's overall outcome. While they may seem a separate topic, financial advisors can leverage these strategies to deliver better outcomes.

In this episode, Jonathan talks with Jackson Bradley, Consultant at DPL Financial Partners. Prior to joining DPL, Jackson led the startup of MDM CPG, bringing a new brand of butter cookies to the marketplace. He also spent time as an internal wholesaler with Lincoln Financial Group.

Passionate about helping advisors organically grow their AUM while improving client outcomes, Jackson talks with Jonathan about taxes and annuities, how these strategies can play and work together, and what concerns advisors have as tax season approaches.

Key Takeaways

[01:48] - Tax concerns advisors have at the moment.

[02:57] - How DPL can help advisors with their tax-related concerns.

[06:11] - What are Multi-Year Guaranteed Annuities (MYGAs), and how do advisors use them?

[09:54] - How DPL helps clients with their year-end planning.

[11:34] - How DPL advisors handle old annuities' taxes.

[16:40] - Jackson's key takeaways.