Understanding Registered Index-Linked Annuities: Balancing Growth and Protection in Today’s Market

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Cost: Complimentary
Date: Tuesday, August 26, 2025
Time: 1pm ET | 10am PT
CE Credit Pending

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In an increasingly uncertain market, investors are looking for solutions that offer both growth potential and downside protection. Registered Index-Linked Annuities (RILAs) are emerging as a flexible option that bridges the gap between traditional fixed and variable annuities.

Join us for an educational webcast as we explore how RILAs work, their unique features, and the role they can play in a diversified retirement strategy. Whether you're new to RILAs or looking to deepen your understanding, this session will provide valuable insights for financial professionals and their clients.

During the webcast, you’ll also learn about:

  • The general principles of effective retirement income planning. 
  • How annuity investments fit into clients’ broader retirement portfolios.
  • The financial and behavioral implications of annuity investments.
  • The evolution of annuity distribution for fee-based advisors, and more!

Speakers: 

John Manganaro | Senior Reporter | ThinkAdvisor

John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John's work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations.

Tamiko Toland | Co-Founder | IncomePath

Tamiko Toland, co-founder of IncomePath, is a recognized thought leader with a passion for retirement income and annuities. As a strategic problem solver and connector, she is keen to identify opportunities to craft creative business solutions. In addition to being an income planning entrepreneur, Toland is an experienced speaker, writer, and media liaison. She leverages all forms of media to reach a wide range of audiences. At the core, she specializes in helping people understand critical financial topics in a way that is simple, easily digestible, and gives them confidence.

David Lau | Founder, CEO | DPL Financial Partners

David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the Founder and Chief Executive Officer of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, as well as technology-driven product discovery tools and education, for Registered Investment Advisors (RIAs) and individual investors.

Register Now!

Can't attend? Register here for an on-demand recording after the webcast.

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