Nicole Benz specializes in analysis of complex variable annuities; she brings product and strategic insight to help RIAs leverage commission-free insurance solutions that fit their fiduciary business model. Nicole has more than six years of experience distributing annuities in the RIA and independent broker-dealer channels. A University of Kentucky graduate, Nicole holds her Series 6 and 63, in addition to her Kentucky and Texas Life Insurance Licenses.
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their biggest concerns: market volatility
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience h
What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...
Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RI
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.