Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau, founder and CEO of DPL Financial Partners. “I got to understand the problem that insurance is for RIAs,” Lau told BenefitsPRO. “Every other investment product is available to fiduciary advisors on a no-load basis. This was an insurance industry problem that clearly needed to be addressed.”
With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities t
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
Nicole Benz specializes in analysis of complex variable annuities; she brings product and strategic insight to help RIAs
DPL Consultant Nicole Benz discusses variable universal life insurance and how a commission-free solution helped a DPL
David Lau, founder and CEO of a new company called DPL Financial Partners in Louisville, KY, fully understands why most...
As an insurance consultant to RIAs, I review legacy annuities. Every case is unique, but often I’m reminded why...