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.
With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities t
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their biggest concerns: market volatility
Nicole Benz specializes in analysis of complex variable annuities; she brings product and strategic insight to help RIAs
DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed
Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began
Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RI