Grow your practice and expand client services with DPL.
When DPL brings on a new firm, our Consultants start by taking an in-depth look into their challenges to help provide the best solutions. Ross McGoodwin explains.
As clients have come to expect more holistic and personalized advice, annuities and insurance are critical tools in a fiduciary advisor’s toolkit. With DPL, it's easy to incorporate fee-based solutions into your practice to deliver better client outcomes and grow your business.
More than 5,500 RIA firms have access to DPL's insurance marketplace, either directly or through integrations with leading wealth management platforms. They are fee-only practices, hybrids, and breakaways, and range in size from under $5M in AUM to well over $10B in AUM. Our RIA Members all are committed to serving their clients’ best interests by expanding services to deliver holistic financial planning and fiduciary solutions for retirement income, principal protection, protected growth, and more.
DPL is a membership organization. Firms pay a small annual fee to become members of the DPL community and enjoy access to DPL’s technology, resources, and product expertise. Our membership model allows us to leverage the collective buying power of our members to help bring low-cost, high-value annuities and life insurance products to market that eliminate expensive commissions and improve benefits. Membership fees are determined by a firm’s AUM and three- and five-year memberships are available.
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.