David Lau, founder and CEO of DPL Financial Partners in Louisville, Ky., describes his mission as a “kind of personal crusade.” He’s talking about no-load insurance products—annuities and insurance policies that are commission-free and, as such, well suited to fee-only advisors and other fiduciaries. If only they were better understood, he laments.
Sam Johnson is expert in ways commission-free insurance can be used to deliver value to investors. Sam has more than seven year
DPL Financial Partners helps RIAs find insurance without bells and whistles like commissions and high fees...
Once maligned, annuities are recognized today as a powerful tool in some financial plans. DPL Founder & CEO David Lau dis
Tim Rembowski is well-versed in how insurance can work for fee-based advisors. Tim is passionate about helping RIAs under
Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began