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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


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

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

Heather Rosato

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

Tom Smith

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

Todd Nuckols

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

Steve Werrlein

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

Grant Johnstone

Grant Johnstone serves as the Chief Compliance Officer and Chief Legal Officer for DPL. Johnstone worked as a...

John Barkeley

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.   

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
Ben Mattlin
Aug 04, 2023
Under Section 1035 of the Internal Revenue Service code, certain insurance contracts can be exchanged...
Aaron Levitt
Jun 08, 2023
For many investors, bonds are supposed to represent safety. Investors understand that stocks are volatile...
Ben Mattlin
May 16, 2023
In the current interest rate environment, exchanging an old annuity for a new one may...
Greg Greenberg
May 15, 2023
Annuities and Aaron Judge, the chase is on. New York Yankees slugger Aaron Judge homered...
Nathan Place
May 03, 2023
For the past year and a half, annuities have been breaking record after record. Now...
Ben Mattlin
Apr 26, 2023
DPL Financial Partners, the Louisville, Ky.-based firm that links fee-only advisors and RIAs with resources...
Tara Siegel Bernard
Feb 07, 2023
In a kinder universe, retirees wouldn’t need to worry about market volatility or outliving their...
Feb 02, 2023
When the famous groundhog is pulled from his burrow today to drop his meteorological insight...
Haley Cawthon
Feb 01, 2023
DPL Financial Partners has hired a new executive to lead its distribution efforts. The Louisville-based...
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Greg Joslyn | Lowe Group

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