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FOR THE REGISTERED INVESTMENT ADVISOR COMMUNITY

Join the Revelation

DPL welcomes 300th member firm, Mutual Advisors. Are you a member yet? 

FOR THE REGISTERED INVESTMENT ADVISOR COMMUNITY

INSURANCE.

UNDER NEW MANAGEMENT

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.

Using no-load insurance to differentiate your practice

David Lau explains how no-load insurance helps advisors differentiate their practice.

Nicole Benz
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.

How we onboard a new DPL member

When an RIA firm joins DPL, our team helps advisors incorporate Commission-Free solutions into their firm, their planning process and their technology .

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...

I never thought I would recommend an annuity to a client.

Member
DPL Financial Partners

For our firm, working with DPL to offer insurance is an investment in our clients.

Member
DPL Financial Partners

DPL helped us add insurance services and it’s been a productive partnership for the firm and our clients.

Member
DPL Financial Partners

Become a member

DPL


©2019 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.