A large majority of registered investment advisors (RIAs) offer clients insurance planning. But nearly half of all RIAs refer their insurance business to an outside insurance agent or specialist, a new benchmarking survey has found. DPL Financial Partners, a company that helps insurers develop fee-based products to distribute through the RIA channel, published the survey based on data from 118 RIAs.
DPL Financial Partners, an insurance network for RIAs, has partnered with Security Benefit Life Insurance Co. to launch...
DPL Senior Consultant Cody Williams explains how DPL helps advisors bring additional value to clients by rescuing legacy annu
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
Utilizing insurance to protect principal can provide meaningful benefits to a client's portfolio, as well as to their peace of
DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed
The life insurance and annuity industry is making its biggest-ever press to conscript a whole new kind of sales force...
DPL Consultant Jeff Rancourt shares some reasons why his member firms have joined DPL.