OUR VALUES, OUR STORY
When pioneering Jefferson National’s strategy to create a value-centric variable annuity to be distributed through RIAs and fee-only advisors, people thought that was crazy – RIAs hate annuities. But we firmly believed—and still believe—it’s not annuities RIAs dislike and mistrust. It’s what they’ve become: complex, opaque and expensive products that benefit the people who sell them more than those who buy them.
When I set out to build DPL Financial Partners, my vision was clear: Take what I’d built at Jefferson National and expand it beyond proprietary products to offer best-in-class products from top carriers. - David Lau
After consulting for many of the nation’s leading carriers, we’ve assembled a powerful line-up of insurance products we believe can deliver significantly greater value and performance to RIAs and their clients.
In these times of fee-compression and client demand for increased services, our goal at DPL is to work with RIAs as a strategic partner. Our team supports your team to bring the benefits of low-cost annuities and life insurance to your clients by leveraging our experience building and utilizing Commission-Free products.
DPL works for you – and your clients. We’re not affiliated with a carrier and we aren’t pushing proprietary products. Our consultants’ focus is on helping you find the solutions that best meet your clients’ needs – and if we don’t have the best product, we’ll refer you to someone who does.