“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.”
DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed
DPL Consultant Ross McGoodwin discusses the importance of technology to the RIA and how DPL works with carriers to en
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
Jenn Czubak brings energy, enthusiasm and a strong belief in the rightness of Commission-Free insurance for RIAs and their clie
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...