See how advisors are planning and investing for clients' retirement in our 2021 RIA Retirement Planning Survey.
When your firm joins DPL, all of your advisors get unlimited access to our team of insurance consultants, member-only education, tools and content, and a robust offering of Commission-Free products.
Working with DPL vs. Working with Commissioned Insurance Agencies
Willie Jones explains how Commission-Free annuities and insurance can deliver greater value to an advisory practice.
DPL helps you bring products to your clients that are aligned with your values. Clients get benefits they want and need, and the peace of mind knowing their insurance is in the hands of a fiduciary.
David Lau's Perspective: The Story of My Father
Clients' emotional attitudes towards their money is just as important as the actual dollars and cents. Founder and CEO of DPL Financial Partners, David Lau, tells us about his father's success with investing in an annuity for his peace of mind in retirement.
Many of the nation’s top carriers turn to DPL to consult on ways to serve RIAs. We help carriers refine their fee-only offerings and bring their products and services to market.
How we consult with our carrier partners
DPL consults with our carrier partners, sharing insight and feedback from our members to help them develop Commission-Free products for the RIA market.
Insurance offers meaningful benefits clients want and need, like guaranteed income, principal protection and tax deferral. But insurance has been a big problem for advisors — commissions make insurance expensive, and they conflict with the fiduciary’s business model. Removing commissions from insurance enables products to be repriced, and that’s a real game-changer.
Stop sending clients down the road to an insurance salesperson. Bring insurance under your fiduciary umbrella and ensure your clients are presented only with products you approve.
Meet increasing client demand for broader services. Deliver comprehensive financial planning that includes Commission-Free annuities and life insurance, and a more complete client experience.
Increase AUM by retaining or attracting insurance business. With all the benefits Commission-Free insurance can bring to your clients and practice, it doesn’t make sense not to expand into insurance.
A few of the many organizations we work with to bring Commission-Free insurance solutions to the RIA marketplace.