Marcus Ellingwood specializes in low-cost, commission-free insurance solutions for fee-only advisors and their clients. Marcus began his career at Aflac, then spent five years with Jefferson National distributing annuity products before joining DPL Financial Partners. He holds a Series 6 and 63, along with his Kentucky Life Insurance License. Marcus attended Purdue University, where he earned a Bachelor of Science degree in Financial Planning and Counseling.
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance wit
Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began
“We have found RIAs to be highly interested in no-load versions of both hybrid life and annuity products...
Having started his career in the home-based healthcare industry, Joseph Condict has an acute appreciation for thoughtful
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
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.