Welcome to a better world of insurance.Ours.
RIAs and their clients want and need the benefits of insurance. But conventional, commissioned products? Too costly and complex. So DPL: works with carriers to lose commissions and find value-focused products. Peels back pricing and fees. Finds unbiased carriers and best products. Through licensing capabilities, we open policies so you can manage and retain AUM. Join DPL. Start leveraging our considerable expertise and resources today. READ MORE
Experience the DPL solution:
- Low cost products
- Better client value
- No brokers
- Fiduciary friendly
- No surrender fees**With the exception of Fixed Index Annuities which have surrender periods for investor purposes
Multiply your team’s skills by adding ours.
We are insurance licensed enabling you to use insurance products in your practice while retaining AUM.
Team of Experts
Get a team of insurance and RIA industry experts without the overhead of hiring one.
We are an independent, carrier-agnostic service provider working with you to deliver client solutions.
JULY 18TH, 2018 @ 4:15 PM EDT
Understanding and Utilizing Fixed Indexed Annuities
A fixed indexed annuity can be a great bond replacement in a low interest rate environment. Join DPL Founder and CEO, David Lau, and Allianz’s Adam Brown, VP of Actuarial Product Development, to learn about how an insurance company invests your client’s money behind the scenes, and how to leverage FIAs in a fiduciary practice.