Skip to main content

How to Create an Insurance “Hub” with DPL

Dan Rohlfing, Senior Financial Advisor at The Lantz Financial Team, was searching for ways to offset the tax effects of recent legislation; what he discovered was a new way to do business and enhance his planning strategies with DPL Financial Partners. Dan shares how his firm is using technology, the solutions they’re using in today’s environment and why incorporating insurance products is crucial for clients.

Advisors Who Viewed This Also Viewed

Video

Jun 03, 2022

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

Video

Jun 07, 2022

Founder and CEO of DPL Financial Partners, David Lau, explains the benefits Commission-Free annuities provide...

Video

Jun 01, 2022

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

Video

Jun 10, 2022

Founder and CEO of DPL Financial Partners, David Lau provides tips on how to share...

Video

Jun 04, 2022

Vice President of Member Success, Tim Rembowski, explains how insurance companies can provide great rates...

Video

Jun 06, 2022

Lead Consultant, Jonathan Barth, shares how DPL’s team help financial advisors improve client cases with...

Video

Jun 01, 2022

DPL’s Lead Consultant, Nicole Benz, shares how financial advisors can utilize DPL’s Guaranteed Income Analysis...

Video

Jun 09, 2022

DPL’s Lead Consultant, Nicole Benz, shares how financial advisors can utilize DPL’s Fixed Income Comparison...

Video

Jun 07, 2022

DPL’s Lead Consultant, Nicole Benz, shares how financial advisors can utilize DPL’s Annuity Comparison Tool...

DPL


©2022 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.