The team at DPL understands the RIA channel. We have decades of experience serving RIAs. With that knowledge, we position insurance products into solutions to help you meet your clients financial goals, including guaranteed income, principal protection and tax deferral.
We understand you may not currently utilize insurance in your practice, however your clients have needs that insurance products can fulfill. We believe the low-cost, fee-only solutions available through DPL may be exactly what you're looking for.
HELP GROW WEALTH EFFICIENTLY
Leveraging the benefits of tax deferral and downside protection, potentially help your clients grow their wealth. Solutions include an innovative product designed to provide a buffer of downside protection on low-cost indexed investments as well as a variety of low-cost, investment-only variable annuities. READ MORE
ENHANCE YOUR CLIENT’S RETIREMENT INCOME PLAN
We have a variety of products that can enhance your client’s financial plan to deliver additional guaranteed income cost-effectively. Beyond guaranteed income products, explore efficient means of distribution by leveraging products with exclusion ratios. READ MORE
POTENTIALLY SAVE CLIENTS 80% ON FEES
Traditional, commission-based annuities are expensive. We have a variety of products that can drastically reduce fees and investment costs. Beyond cost savings, check out ways to potentially improve death benefits, create efficient withdrawal methods or expand investment choices. READ MORE
GUARD AGAINST SEQUENCE OF RETURN RISK
Utilizing insurance to protect principal can enable many portfolio benefits, not to mention provide client peace of mind. Explore our products that provide hedging strategies, fixed returns or complete downside protection. READ MORE
Long Term Care