DPL works to make Commission-Free insurance a positive and productive asset in an RIA's practice.
With Carriers: We provide market knowledge and product expertise to help leading carriers bring low-cost, Commission-Free insurance and annuity products, technology and support specifically to the RIA market.
With RIAs: We are the RIA's strategic partner, providing a turnkey insurance management platform to help advisors implement Commission-Free insurance in their practices to better serve clients, differentiate their offering and potentially grow AUM. We work with advisors to evaluate clients' existing policies to see if meaningful improvements can be made to pricing or benefits, as well as provide education and access to new, Commission-Free solutions that can be used to solve for needs in the financial plan.