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.
DPL is a membership organization. That means 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 create low-cost annuities and life insurance products that eliminate expensive commissions and improve benefits.
More than 3,500 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. 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.
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.