Legacy Annuities: Knowing when to hold (and when to fold) an annuity calls for technical know-how, unbiased analysis
Toney Falkner, Managing Partner of Private Wealth Management, typically referred his clients to external, commission-based brokers for their insurance needs until he found DPL...
Nick Dally of Pacific Crest Wealth Management in Elk Grove, CA was like many RIAs – he hated when clients brought up insurance. Then Nick found DPL Financial Partners. Since DPL partners with different carriers, he was able to find the right products for the different needs his clients had.