Advisor Revelations cover art

Maximizing Retirement Income in a High-Interest Rate Environment

· Advisor Revelations

Guest:Daniel Kopp

In this episode of Advisor Revelations, Jackson Bradley talks with Daniel Kopp, Founder & Lead Financial Planner at Wise Stewardship Financial Planning. They discuss how advisors can leverage the current high-interest rate environment to improve client plans through multi-year guaranteed annuities and other fixed-income alternatives. Daniel also shares insights on how he dispels the stigma associated with annuities, highlighting the use of DPL's tools to solve clients' concerns about guaranteed income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Listen to this episode on the show’s site

This is what one conversation turns into.

Every episode here ships alongside an article, clips, social posts, and a newsletter. Tell us how many advisors you're marketing.

Prefer email? hello@milemarker.co