Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience helping RIAs deliver the benefits of insurance to their clients through a holistic financial planning process. He holds his Series 7, 24 and 63, in addition to his Kentucky Life and Health Insurance Licenses. Cody earned an MBA from the University of Louisville and a bachelor’s degree in Business Management from the University of Kentucky.
Marcus Ellingwood specializes in low-cost, commission-free insurance solutions for fee-only advisors and their clients. M
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
DPL’s David Lau talks about the product development process for the RIA market.
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli