It ended because someone came up with a better idea.
By eliminating expensive commissions, we put the savings back into the products.
We change the math on the value proposition for insurance by lowering costs and adding benefits.
We work as the RIA's strategic partner to bring the benefits of insurance to your clients & practice.
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.
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.
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.