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Q3 Advisor Alert Newsletter

DPL Financial Partners
August 10. 2020

DPL's Advisor Alert provides insurance and annuity insights to fee-only advisors. Download the newsletter to see the latest updates.

Video

Jun 03, 2022
Founder and CEO of DPL Financial Partners, David Lau, explains why generating retirement income is...

Video

Jun 01, 2022
Founder and CEO of DPL Financial Partners, David Lau, shares how our Product Discovery Tools...

Video

Jun 09, 2022
Lead Consultant, Jonathan Barth, explains how DPL helps fiduciaries find innovative solutions to address underperforming...

Video

May 18, 2022
David Lau discusses the role of annuities in a retirement portfolio and why the 4%...

Video

Dec 03, 2020
As a part of the 2020 Investment News Icons and Innovators Summit, DPL's Founder and...

Webinar

Oct 15, 2020
As interest rates remain near zero and the markets continue to swing, the outlook for...

Article

Jul 30, 2020
The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and...

Webinar

Jun 24, 2020
With historically low interest rates and ongoing market volatility, now is the time to look...

Webinar

Jun 17, 2020
Your clients likely aren’t asking you for annuities by name but they may be asking...

DPL


©2023 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.