18 min

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

    • Investing

This week, Jonathan Barth talks with Jackson Bradley, Consultant at DPL Financial Partners. Passionate about helping advisors organically grow their AUM while improving client outcomes, Jackson talks about taxes and annuities, how these strategies can play and work together, and what concerns advisors have as tax season approaches. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Jonathan Barth talks with Jackson Bradley, Consultant at DPL Financial Partners. Passionate about helping advisors organically grow their AUM while improving client outcomes, Jackson talks about taxes and annuities, how these strategies can play and work together, and what concerns advisors have as tax season approaches. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

18 min