“We have found RIAs to be highly interested in no-load versions of both hybrid life and annuity products with a long-term care benefit,” says David Lau, founder and CEO of DPL Financial Partners, an insurance firm in Louisville, Kentucky, that is developing such contracts. “Annuity products with LTC riders, particularly the fixed annuities, generate interest from RIAs because they are less complicated than the life versions.”
A recent survey of 118 registered Investment advisors by DPL Financial Partners that sought to document industry attitudes...
DPL Consultant Nicole Benz discusses variable universal life insurance and how a commission-free solution helped a DPL
When Toney Falkner joined DPL, he shared details on two policies owned by a potential new client...
DPL Relationship Manager Colleen Hastings explains why DPL charges a membership fee.
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client retires and why advisors need