Who We Serve

We Help Breakaways Go RIA.

Advisors seeking independence often are held back by their annuity books of business. We help you take your clients and assets with you.

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How DPL's low-cost solutions benefit breakaways.

Go Independent

Drop broker-dealer relationship and insurance licenses
Transition clients’ annuities to advisory model
Develop recurring, fee-based revenue from existing assets

Better Serve Clients

Provide low-cost, fee-based solutions that align with client goals
Leverage DPL's tools to easily find the best product for each client's needs
Strengthen portfolios with modern income and protection solutions

Streamline Workflow

Discover, fulfill, manage, and bill on annuities from one platform
Manage annuities alongside other investments in the portfolio
Reduce advisor workload with a scalable, repeatable process

About Our Platform

Ways we support breakaways.

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How We Support Breakaways

DPL's technology and fee-based solutions enable breakaways to retain clients and transition annuities to an advisory model.

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What Our Members Say...

Chief Operating Officer

Kim Miranda

"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."

Senior Advisor

Laura Powers

"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."

Regional Director

Sam Marella

"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.”

Senior Advisor

Laura Powers

“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.”

Independent Financial Advisor

Brock Eson

“(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.”

Wealth Advisor

Drew Gearhart

"When firms with existing annuity books join us, we work with them to assess their current holdings. DPL has been a wonderful resource to help us evaluate the best-case scenario for each of these contracts.”

Managing Partner

Jody Goss

“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.”

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