Having started his career in the home-based healthcare industry, Joseph Condict has an acute appreciation for thoughtful insurance planning. As an insurance consultant, Joseph has worked alongside some of the largest RIAs on the East and West Coasts, providing strategic insight, product expertise and industry best practices to advisors seeking to deliver the benefits of commission-free insurance to their clients. Joseph is a University of Louisville graduate and holds his Series 6 and 63, in addition to his Kentucky and California Life Insurance Licenses.
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
David Lau, founder and CEO of DPL Financial Partners in Louisville, Ky., describes his mission as a “kind of personal...
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
Sara Carey enjoys creating materials for advisors about the benefits of Commission-Free insurance. With over six years in the i
Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients.
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma