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FOR THE REGISTERED INVESTMENT ADVISOR COMMUNITY
SS&C Announces SS&C Advent Insurance Marketplace

Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access to insurance products and full reporting for the first time.

FOR THE REGISTERED INVESTMENT ADVISOR COMMUNITY
Introducing Two New Insurance Solutions from Principal

Learn more about DPL's newest partner and their Commission-Free Disability Income and Term Life Insurance solutions for RIAs.

FOR THE REGISTERED INVESTMENT ADVISOR COMMUNITY
Introducing Midland National Capital Income

Learn more about DPL's newest Commission-Free FIA, designed to address unexpected long-term personal care costs in retirement.

FOR THE REGISTERED INVESTMENT ADVISOR COMMUNITY
DPL launches two new podcast series for advisors

Listen Now

FOR THE REGISTERED INVESTMENT ADVISOR COMMUNITY
DPL Releases Findings from Annual RIA Retirement Planning Survey

View Report

FOR THE REGISTERED INVESTMENT ADVISOR COMMUNITY
Join the Revelation

Are you a member yet? 

FOR YOUR PRACTICE
Commission-Free insurance network for fiduciaries

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.

FOR YOUR CLIENTS
Commission-Free solutions your clients want and need

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.

FOR CARRIERS
We know the insurance space, and we know RIAs

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.

Everything you need to start using insurance in your practice

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.

Retain control

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.

Provide solutions

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.

Grow your business

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.

Founding Member Firms and Carrier Partners

A few of the many organizations we work with to bring Commission-Free insurance solutions to the RIA marketplace.

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BKD Wealth Advisors
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BeaconPointe
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Chicory Wealth
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swm advisors
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Allianz
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Jackson
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Security Benefit
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TIAA

What our members are saying...

DPL removes the stigma from insurance. So the conflict of interest and previous barriers are gone, making these products more palatable to fee-only advisors.

Aaron Parrish
Level Wealth Management

Working with DPL is a win-win. We expect a 15% increase in AUM while saving our clients money by using commission-free annuities.

Brian Coxon
Oxinas Partners

We rely on this partnership for many reasons; from analysis, to research and dialogue. We appreciate all of the resources the team brings to help our clients.

Shannon Stone
DHR Investment Counsel

Become a member

DPL


©2020 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.