How RIAs Can Offer Commission Free Insurance and Annuities
Life insurance and annuities have always been a strange grey area for RIAs. They tend to be quite high commission...
Jackson National looks to expand distribution of fee-only annuities
Insurer partners with DPL Financial's insurance network to distribute annuities through independent RIAs...
Repurposing Permanent Life Insurance Assets
It happens all the time…clients walk in and, through a fact-finding exercise or just in conversation, you uncover...
How to Assess Unwanted Legacy Annuities
As an insurance consultant to RIAs, I review legacy annuities. Every case is unique, but often I’m reminded why...
Money Savage Podcast
David Lau, Founder & CEO of DPL Financial Partners talks about disrupting an industry through the power...
DPL Financial and Allianz collaborate to offer new annuity products
DPL Financial Partners (DPL), the commission-free insurance network for registered investment advisers (RIAs) in the US...
Bob Veres overview of DPL
David Lau, founder and CEO of a new company called DPL Financial Partners in Louisville, KY, fully understands why most...
A New Platform that Offers Insurance Products to Fee-Only Advisors
What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...
Next-Gen Annuities
The push to make an RIA-friendly, more transparent annuity is on, as insurers and distribution companies grapple...
Retirement Paycheck No-Brainer
Imagine if you had to replicate every mutual fund you purchased by buying individual equities...
DPL Launches Fixed Index Annuity For RIAs
DPL Financial Partners has announced that it is partnering with Kansas-based Security Benefit Life Insurance Company...
Can annuities with no 'pesky' commissions win over RIAs?
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
The 50 Best Annuities
Annuities are looking better than they have in years, thanks to rising interest rates. Yields and guarantees are...
Fee-based VA Sales Jump 70% in 1Q
Sales of fee-based VAs, one of the industry’s best hopes for cracking the registered investment advisor channel, rose...
How clients can use annuities to pay for long-term care
“We have found RIAs to be highly interested in no-load versions of both hybrid life and annuity products...
Lau Launches Network To Bring RIAs Commission-Free Insurance Products
The co-creator of an RIA-friendly variable annuity is planning to launch an entire series of commission-free insurance...
What is an LIRP and Why Should Clients Use Them?
One of the most important ways a financial planner helps clients is by minimizing the taxation on their income...
A New Fixed Indexed Annuity Has RIAs in Mind
DPL Financial Partners, an insurance network for RIAs, has partnered with Security Benefit Life Insurance Co. to launch...
Decades-old stench of annuity sales and deception hangs heavy, but very 2018 efforts by DPL, Nationwide, Allianz and others offer whiff of hope of cracking the RIA market
The life insurance and annuity industry is making its biggest-ever press to conscript a whole new kind of sales force...
Is the commission-based annuity market primed for disruption?
Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau...
Here Come New No-Load Insurance Policies
David Lau, founder and CEO of DPL Financial Partners in Louisville, Ky., describes his mission as a “kind of personal...
Can clients really "self-insure"?
Advisors will often say their clients are “self-insured.” But because insurance is, by definition, the pooling of risk...
How fee-based assets are remaking a $20T industry
DPL Financial Partners helps RIAs find insurance without bells and whistles like commissions and high fees...
For RIAs, A Vexing Insurance Dilemma
A large majority of registered investment advisors (RIAs) offer clients insurance planning. But nearly half of all RIAs...
DPL Financial Partners named 2019 Inc.credible Awards finalist
LOUISVILLE, KY., April 25, 2019 – DPL Financial Partners was named a finalist in the Innovation...
DPL Financial Partners welcomes Ameritas to Commission-Free insurance Netwo
LOUISVILLE, KY., April 11, 2019 – DPL Financial Partners today announced the addition of Ameritas...
DPL Financial Partners announces 200th RIA firm has joined just one year af
LOUISVILLE, KY., Mar 20, 2019 – DPL Financial Partners announced the addition...
DPL Financial Partners launches interactive insurance website for RIAs
LOUISVILLE, KY., Mar. 6, 2019 – DPL Financial Partners today announced the launch...
DPL Financial Partners Receives Highest Rating in its Category in T3 Survey
LOUISVILLE, KY, Feb. 20, 2019 -- DPL Financial Partners ("DPL"), the insurance network for registered...
DPL Financial Partners welcomes Jackson to RIA insurance network
LOUISVILLE, KY., Feb. 12, 2019 –Jackson to offer advisory variable and fixed index annuities..
DPL Financial Partners and Security Benefit Life launch ClearLine, a new fi
LOUISVILLE, KY., Jan. 29, 2019 – DPL Financial Partners and Security Benefit Life Insurance Company...
DPL Financial Partners appoints Chief Distribution Officer
LOUISVILLE, KY., Sept. 26 – DPL Financial Partners (“DPL”), the Commission-Free insurance network...
DPL Financial Partners Reaches 100-Member Milestone
LOUISVILLE, KY., Sept. 12 – DPL announced that it has welcomed its 100th member firm...
DPL Financial Partners appoints Heather Rosato as Chief Marketing Officer
LOUISVILLE, KY, August 20, 2018 – DPL Financial Partners the Commission-Free insurance network...
DPL Financial Partners Expands Annuity Offering with Allianz Partnership
LOUISVILLE, KY., June 5, 2018 – DPL Financial Partners today announced an agreement with Allianz...
DPL Financial Partners Teams Up with Integrity Life
LOUISVILLE, KY., April 5, 2018 – DPL Financial Partners (“DPL”) announced an agreement with Integrity...
DPL Financial Partners teams with Security Benefit Life to bring an exclusi
LOUISVILLE, KY., Dec. 17, 2018 – DPL Financial Partners (“DPL”), the insurance network for registered...
DPL Financial Partners Appoints Chief Operating Officer
LOUISVILLE, KY., Feb. 27, 2018 – DPL today announced the appointment of Sang Han as COO...
DPL Financial Partners Bridges Gap Between Insurance Carriers and RIAs; Exp
LOUISVILLE, KY., Feb. 6, 2018 – DPL Financial Partners (“DPL”) today announced a growth capital...
DPL Brand Colors
A PDF document containing swatches and color values for PMS, CMYK, and HEX.
