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.
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It happens all the time…clients walk in and, through a fact-finding exercise or just in conversation, you uncover...
DPL Consultant Ross McGoodwin discusses the importance of technology to the RIA and how DPL works with carriers to en
DPL Consultant Jason Mazur explains how Commission-Free annuities can help advisors and clients take advantage of low-c
DPL Financial Partners (DPL), the commission-free insurance network for registered investment advisers (RIAs) in the US...