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DPL Financial Partners surpasses $3B in 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

6500 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.

$3B in sales

DPL Sales

DPL surpassed $3B in sales in June '24, just 6 months after hitting $2B in December '23.

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

DPL's Statement on 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.   

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
Tobias Salinger
Apr 30, 2024
The stakes of the Labor Department's new retirement advice rule are high, as a comparison...
Allison Bell
Apr 25, 2024
...The department has used the retirement investment advice fiduciary definition to apply Employee Retirement Income...
Tobias Salinger
Apr 25, 2024
Supporters and opponents began weighing in with their reactions about a minute or so after...
BEN MATTLIN
Apr 11, 2024
Seventy percent of RIAs said they expect the S&P 500 to grow by 3% or...
BEN MATTLIN
Mar 01, 2024
Last year, according to data tracker Limra, U.S. annuity sales reached $385 billion, marking the...
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...
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Greg Joslyn | Lowe Group
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414.376.7275
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