DPL Financial Partners helps RIAs find insurance without bells and whistles like commissions and high fees, CEO David Lau says. The firm, founded in 2014 by Lau, the former COO of Jefferson National, took more than two years to get to market simply because there weren’t enough such products. The firm offers commission-free life insurance and annuities, and it’s working on health insurance products like long-term care, Medicare supplements and disability. Advisors at RIAs have been responsive to what Lau refers to as his personal crusade, he says.

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