The Exceptional Advisor Podcast Series

Delaware Life is excited to partner with the Investments & Wealth Institute to release The Exceptional Advisor, a six-part podcast series. The Investments & Wealth Institute 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.

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Common Questions and Myths about Social Security

In the fourth episode of a six-part series with Delaware Life Marketing, Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sales Consulting, answer the most common questions they receive from financial advisors and address the most common Social Security myths.





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Retirement Income Styles and Decisions w/ Wade Pfau and Anders Smith

In the third of a six-part series, Wade Pfau, Ph.D., CFA, RICP®, author of the Retirement Planning Guidebook, and Anders Smith, Vice President and Head of National Sales Consulting at Delaware Life Marketing, discuss the Retirement Income Style Awareness matrix and how to determine the appropriate retirement income strategy for a client





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Why Taxes Matter in Retirement w/ Brendan Payne and Jeng Chiu

In the second of a multi-part sponsored series, Brendan Payne and Jeng Chiu, both vice presidents of national sales consulting at Delaware Life, discuss with Robert Powell, editor of Retirement Daily on TheStreet, why taxes matter in retirement and the importance for financial professionals to create retirement income strategies that help clients minimize income taxes over the course of a long retirement.

Learn more in the article Taxes Matter in Retirement, and download Delaware Life’s advisor resources, including a list of hidden tax traps, a job aid for using Form 1040 for gathering asset information, and a 2021 tax guide card.






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Dynamic Income Planning w/Anders Smith & Jeng Chiu

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.