DPL Financial Partners has announced that it is partnering with Kansas-based Security Benefit Life Insurance Company to launch ClearLine, a new fixed-index annuity for RIAs. ClearLine provides clients with optional income payouts that increase each year for life.
Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience h
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and
A recent survey of 118 registered Investment advisors by DPL Financial Partners that sought to document industry attitudes...
DPL Senior Consultant Cody Williams talks about the level of commitment DPL’s carrier partners bring to serving the needs o
DPL Consultant Jonathan Barth explains DPL helps educate advisors about Commission-Free insurance and the benefits it brings