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Membership in DPL can be game-changing for your clients and your firm.

Membership in DPL can be game-changing for your clients and your firm.
Ross
Grow your practice and expand client services with DPL.

Grow your practice and expand client services with DPL.

Commission-Free solutions

Access to low-cost, no-load products built with RIAs in mind

Education & support

Ongoing member education about solutions and how to use them

Strategic partnership

Unlimited support from our team of licensed insurance professionals

Educating Advisors about fee-only insurance options

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. 

THE POWER OF MEMBERSHIP

DPL is a membership organization. That means that firms pay a small annual fee to become members of the DPL community and enjoy access to DPL’s resources and product expertise. This membership model allows us to leverage the collective buying power of our members to create low-cost annuities and life insurance products that eliminate expensive commissions and distribution costs.

Membership fees are determined by a firm’s AUM:

  • Companies with up to $100M in AUM pay $1,000/yr.
  • Companies with $100M - $250M in AUM pay $1,500/yr.
  • Companies with $250M - $1B in AUM pay $3,000/yr.
  • Companies with $1B+ in AUM pay $5000/yr.

In the last 30 months, over 1,000 RIA firms have become members of DPL’s community. They are Fee-Only practices, hybrids and breakaways, and range in size from under $5M in AUM to well over $10B in AUM. They all are committed to serving their clients’ best interests and exploring ways to expand services to meet client needs for holistic financial planning, and grow their businesses.

Become a Member

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.

DPL


©2020 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.