Our Footprint
Firm Userbase
DPL works with firms across the country ranging in size from less than $50M to well over $10B in AUM.
Advisors
Fee-only, hybrid, and breakaway advisors use DPL's commission-free annuity and insurance solutions for their clients.
DPL Sales
At the end of 2023, DPL surpassed $2B in commission-free annuity sales just 14 months after hitting $1B in 2022.
Leadership Team
David Lau
Heather Rosato
Tom Smith
Todd Nuckols
Steve Werrlein
Grant Johnstone
John Barkeley
The DPL Platform
DPL's Advisor Dashboard features a suite of proprietary Product Discovery Tools, digital applications and application tracking, contract management, and more.
Guaranteed Income Analysis
DPL’s Guaranteed Income Analysis enables advisors to find annuities that most efficiently meet a client’s income need or generate the most income from an investment amount.
Annuity Comparison Calculator
A first-of-its-kind tool to compare pricing and features of clients’ existing annuities to commission-free options that provide retirement income, protected growth, and more.
Fixed Income Comparison
A powerful tool to compare the performance of a fixed income strategy to a commission-free annuity to generate a specific amount of annual retirement income.
Leading insurance carriers we work with
Awards & Recognition
New & Press Releases
Media Contacts
Find DPL media assets below. For all other inquiries, including customer questions or comments, please call us at 1-888-327-0049.