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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

  1. All Episodes
  2. Dynamic Income Planning w/ Anders Smith and Jeng Chiu

Dynamic Income Planning w/ Anders Smith and Jeng Chiu

Oct 21, 2021

In the first of a six-part series, Anders Smith, vice president and head of national sales consulting, and Jeng Chiu, vice president, national sales consulting, at Delaware Life, discuss with Robert Powell, editor of Retirement Daily on TheStreet, how financial professionals can demonstrate their value to clients by integrating a dynamic retirement income planning process into their practice. Important Disclosures (delawarelife.com)

Learn more about how you can demonstrate your value as an advisor in the article Demonstrate Your Value with Annuities, and download Delaware Life’s sample retirement risk assessment and retirement income review worksheets.