Annuity Analysis & Transition at Scale
Transition annuity books of business to an advisory model, unlocking value for your clients and your firm.
DPL’s annuity transition service delivers a win-win-win.
Clients
- Low-cost, commission-free solutions for income, protection and growth
- Transparent products that align to goals of the financial plan
- Fiduciary implementation of insurance by trusted advisor
Advisors
- Alignment of annuities with your advice model
- Potential to 2x-3x revenue*
- Tech-enabled, scalable, solutions
- Ability to drop insurance licenses and FINRA registration
Firms
- Scalable, compliant recommendation process for insurance
- Increased AUM and fee-based revenue
- As high as 10x multiple of firm valuation*
- Strong competitive positioning to attract deals and talent
David Lau, DPL Founder & CEO
“Acquisitive enterprise firms need specialized, automated solutions to evaluate large annuity books, migrate them efficiently, and capture their full economic value—all while preserving, and often improving, client relationships.”
How annuity review works.
Upload annuity data to DPL’s rules-based analysis engine, review recommendations, and launch digital applications for suitable exchanges to low-cost, fee-based solutions.
Our teams collaborate to gather comprehensive, accurate data on your existing annuity book of business. This data is uploaded into our annuity analysis engine.
DPL’s proprietary technology analyzes contracts to identify which can be improved through exchange to a fee-based product. Through a centralized dashboard, advisors review and approve compliant recommendations.
Advisors initiate and complete applications online. Using Smart Application technology, advisors can also share applications with their team and clients for completion.
* Based on assumption of moving products eligible for 1035 exchange and charging 1% advisory fee.
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