Who We Serve

We Help Hybrids Go Fully Independent.

Hybrid advisors need solutions that support evolving business models. We meet you where you are on your journey to full independence.

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How DPL's low-cost solutions benefit hybrid advisors.

Go Fully Independent

Drop insurance licenses and leave the broker-dealer relationship
Align annuities with the rest of your fee-based offering
Move clients’ annuities to advisory solutions as appropriate

Provide Fee-Based Solutions

Offer academically supported planning solutions
Deliver important financial and psychological benefits
Meet client expectations for holistic wealth management

Accelerate Firm Growth

Develop recurring, fee-based revenue
Leverage efficiencies through scalable, repeatable process
Drive organic growth with fee-based insurance solutions

About Our Platform

Ways we support hybrid advisors.

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How We Support Hybrids

DPL provides flexibility for hybrid advisors to serve clients with solutions that align with their business model.

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What Our Members Say...

Wealth Advisor

Alex Brueske

"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."

Principal

Chuck Faillia

"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."

Wealth Advisor

Jack Csenge

"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."

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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