With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities to grow their practices and better serve their clients through DPL’s innovative insurance network. Before joining DPL, Jeff spent nearly 20 years with leading national insurance brands where, among other responsibilities, he helped RIAs navigate the complexities of annuities. Jeff holds his Series 6 and 63, Chartered Mutual Fund Counselor (CMFC) designation, along with his Life Insurance License.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
DPL Financial Partners has announced that it is partnering with Kansas-based Security Benefit Life Insurance Company...
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
Jenn Czubak brings energy, enthusiasm and a strong belief in the rightness of Commission-Free insurance for RIAs and their clie
Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RI
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
Nicole Benz specializes in analysis of complex variable annuities; she brings product and strategic insight to help RIAs
Sam Johnson is expert in ways commission-free insurance can be used to deliver value to investors. Sam has more than seven year
David Lau, founder and CEO of DPL Financial Partners in Louisville, Ky., describes his mission as a “kind of personal...
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.