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DPL Financial Partners Surpasses $2B in Commission-Free Annuity Sales

Orion, DPL Team Up to Bring Commission-Free Annuities to Advisors

DPL Financial Partners leads the pack in annuities, life insurance in advisor tech poll

DPL Financial Partners Appoints Head of Member Success

5500+ Firm Userbase

Firm Userbase

DPL works with firms across the country ranging in size from less than $50M to well over $10B in AUM.

45000 Advisors

Advisors

Fee-only, hybrid, and breakaway advisors use DPL's commission-free annuity and insurance solutions for their clients.

$2B Sales

DPL Sales

At the end of 2023, DPL surpassed $2B in commission-free annuity sales just 14 months after hitting $1B in 2022.

David Lau

FOUNDER & CEO
David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the...
Heather Rosato

Heather Rosato

CHIEF MARKETING OFFICER
Heather Rosato is an experienced marketing and communications strategist with 25 years of experience helping founders, CEOs and...

Tom Smith

CHIEF GROWTH OFFICER
Tom Smith joins DPL with a passion for bringing innovative retirement solutions to market for Americans and extensive...

Todd Nuckols

CHIEF TECHNOLOGY OFFICER
Todd Nuckols heads up the engineering and IT teams at DPL, bringing over 25 years of experience across...

Steve Werrlein

EVP, BUSINESS DEVELOPMENT
Steve Werrlein heads up business development activities at DPL, bringing over 25 years of strategic development experience in...

Grant Johnstone

CHIEF COMPLIANCE & LEGAL OFFICER
Grant Johnstone serves as the Chief Compliance Officer and Chief Legal Officer for DPL. Johnstone worked as a...

John Barkeley

CHIEF FINANCIAL OFFICER
John is the Chief Financial Officer, leading the finance and accounting teams at DPL. Prior to joining, John...

Impact of Annuity Usage Survey, Executive Summary

by: DPL Financial Partners
CEO and Founder of DPL David Lau

What is the DOL Rule?

by: David Lau

Six Reasons To Add An Annuity To A Portfolio

by: Willie Jones
CEO and Found of DPL David Lau

Retirees Need Alternatives to the 4% Rule

by: David Lau

DPL's Advisor Dashboard features a suite of proprietary Product Discovery Tools, digital applications and application tracking, contract management, and more. 

GIA Mockup

Guaranteed Income Analysis

DPL’s Guaranteed Income Analysis enables advisors to find annuities that most efficiently meet a client’s income need or generate the most income from an investment amount. 

ACC Mockup

Annuity Comparison Calculator

A first-of-its-kind tool to compare pricing and features of clients’ existing annuities to commission-free options that provide retirement income, protected growth, and more.

FIC Mockup

Fixed Income Comparison

A powerful tool to compare the performance of a fixed income strategy to a commission-free annuity to generate a specific amount of annual retirement income.   

Full Logos

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CEO David Lau Assets

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2023 The Drum Awards for Marketing Americas
2023 The Drum Awards for Marketing Americas
 2023 AVA Digital Awards
2023 AVA Digital Awards
2023 Gramercy Financial Content Marketing Awards
2023 Gramercy Financial Content Marketing Awards
2021-2023 Louisville Business First Best Places to Work
2021-2023 Louisville Business First Best Places to Work
Most Admired CEOs & Business Impact Award
Most Admired CEOs & Business Impact Award
2021 ThinkAdvisor Luminaries Award
2021 ThinkAdvisor Luminaries Award
John Manganaro
Feb 27, 2024
DPL Financial Partners and Orion Advisor Solutions announced Tuesday an expanded partnership that will build...
Gregg Greenberg
Feb 27, 2024
Users of Orion's tech platform will now have direct access to DPL’s tools for finding...
David Lau
Dec 14, 2023
For at least the past three decades, the financial services industry has been steadily, even...
John Manganaro
Oct 18, 2023
A new survey published by DPL Financial Partners may give registered investment advisors who normally...
John HIlton
Oct 18, 2023
Schneider Small Cap Value Fund is one of the worst-performing mutual funds of the past...
Jennifer Lea Reed
Oct 18, 2023
The inclusion of an annuity in an RIA client’s retirement income strategy has a positive...
John Manganaro
Sep 20, 2023
DPL Financial Partners, a commission-free insurance platform for registered investment advisors, announced Wednesday that it...
Sandra Block
Sep 06, 2023
Even if you have a well-funded nest egg, giving up a paycheck is hard. Here's...
Willie Jones
Sep 05, 2023
Annuities have been around for a very long time. They were an element of matrimonial...
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Greg Joslyn | Lowe Group
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