Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau, founder and CEO of DPL Financial Partners. “I got to understand the problem that insurance is for RIAs,” Lau told BenefitsPRO. “Every other investment product is available to fiduciary advisors on a no-load basis. This was an insurance industry problem that clearly needed to be addressed.”
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
DPL Financial Partners helps RIAs find insurance without bells and whistles like commissions and high fees...
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma