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.
How Commission-Free Annuities Serve RIAs
Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL Founder & CEO David Lau discusses how DPL’s offering of Commission-Free annuities can bring value to a RIA’s practice and clients.
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.
DPL’s Responsibility as the Licensed Insurance Professional
DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed insurance professional.
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.
Our Carrier Partners’ Commitment to the RIA Market
DPL Senior Consultant Cody Williams talks about the level of commitment DPL’s carrier partners bring to serving the needs of 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.
