Much like the switch from mutual funds to ETFs, the market has evolved to offer commission-free insurance products that benefit the client instead of the broker. So how did we get there? David Lau, founder and CEO of DPL Financial Partners, is here to tell us that it didn’t happen overnight.
On today’s episode, Trent and Sarah take a deeper dive into the history of buying and selling insurance annuities, and the recent change in market direction.
