Black Diamond Annuity & Insurance Marketplace (AIM)

"Working with DPL allows our independent advisors to fully integrate their clients’ portfolios—whether it’s brokerage, fee-based, or insurance assets—to make sure everything plugs cleanly and thoroughly into Black Diamond."

"Having peace of mind in knowing that DPL has done their due diligence and compared products to find the lowest costs and best benefits helps conversations with our clients."

"We want to equip advisors to do more for their clients than they could anywhere else... That means leveraging innovative solutions like DPL to create a comprehensive wealth management experience that helps clients make better decisions."

"We’d always been looking for a solution like DPL but never really found anything. Why we chose DPL to run our annuity business was your focus on client solutions (versus) when we met with wholesalers and they were much more focused on their specific products."

"Even if you’re primarily fee-based, you likely have legacy annuity business on the books, and no one wants to leave that behind. We use DPL to show advisors that they don’t have to ‘leave money on the table’ and there are viable options to bring that legacy business with them into the RIA space."

"DPL is the perfect solution that gives our advisors a suite of insurance products—whether it’s life insurance, annuities, or disability—they historically might have shied away due to compensation or ‘red tape’ concerns."

"We run a centrally managed investment platform as it relates to the various aspects of asset classes. Our advisors really value DPL in being able to offer something extra to manage (a client’s) risk profile—whether it’s income or principal protection—that is free of bias."

"To be a true fiduciary, there’s no incentive to offer one product over another. DPL gives me access to commission-free annuities, so there’s no difference in my compensation. That allows clients to sleep a little easier at night because they know it’s in their best interests."

"I had a prospect with a held away annuity ... DPL was able to help me integrate the annuity into her overall financial plan. Without DPL, I wouldn’t have been able to win that client relationship and certainly not take her to where we are now with a much more integrated, holistic financial plan."

"The DPL team is just so knowledgeable about the different annuity products. The integration of DPL’s tools with our own tech stack has been wonderful ... The Annuity Comparison Calculator allows us to get our clients into better annuities."

"In making the decision to breakaway, we wanted to partner with outside subject matter experts like DPL to enhance our client services. This set us up to not only do better work for current clients but also engage new relationships and grow our business."

"We had a meaningful legacy annuity business that we didn’t want to turn our backs on. My role was to find a solution for our legacy annuity business, which is where DPL came into play, and you all did an amazing job allowing us to transition those assets.”

“The partnership with DPL allowed us to transition over 200 annuity contracts through 1035 exchanges, which lowered the costs for our clients in most instances. This process was entirely compliant and adhered to all New York state regulations.”

“(With DPL) it’s been a huge win to take an annuity book that we service and create revenue from it, while also improving the client’s situation in the process.”

“If you’re thinking about a partner that isn’t going to give you something that’s ‘cookie cutter’ but is going to design an implementation plan that’s specific to your firm, I would highly recommend DPL.”