In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented a novel case for annuities: selling them without commissions. The new offerings from insurers “take away those pesky commissions which cause the conflicts of interest, as well as the pricing problems within the products,” David Lau, whose firm is a new species of insurance broker for fee-only advisors, said in a session at the association's fall conference.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
Sara Carey enjoys creating materials for advisors about the benefits of Commission-Free insurance. With over six years in the i
DPL Consultant, Jonathan Barth, explains how DPL helps RIAs alleviate a common pain point and incorporate insurance into thei
Advisors will often say their clients are “self-insured.” But because insurance is, by definition, the pooling of risk...
A recent survey of 118 registered Investment advisors by DPL Financial Partners that sought to document industry attitudes...
DPL Consultant Jonathan Barth talks about how advisors are differentiating their practices and strengthening their role as fi