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.
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.
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.
What our members are saying...
It’s good to know that there are insurance experts out there who are truly objective. DPL’s insight helped me recommend the best solution to my client in a time of need.
Private Wealth Management of NC
DPL is on top of it. They go to bat for us and help us understand and use insurance for what it can accomplish within the plan.
As I looked at what DPL had to offer…it was a better all-around solution for the problem I was trying to solve for my client.