“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.”
Sara Carey enjoys creating materials for advisors about the benefits of Commission-Free insurance. With over six years in the i
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...